PUNCH & ASSOCIATES Overview

Punch & Associates Investment Management Inc. is an investment advisor that manages 868.4 MM dollars in regulatory AUM and has 10 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 929MM in positions, representing 107% of the manager's regulatory AUM.

PUNCH & ASSOCIATES StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PUNCH & ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CSWC 2.55% Financials 4.83% -0.18% 10 2%
NLS 1.94% Cons. Disc. -14.61% -0.38% 1 2%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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PUNCH & ASSOCIATES Founders and Key Employees

Name Title In Position Since
Howard D. Punch President & Chief Investment Officer July-2001
Nancy N. Caselli Director Of Operations / Chief Compliance Officer October-2004
Andrew J. Matysik Managing Partner July-2002
John C. Carraux Managing Partner & Portfolio Manager January-2013

PUNCH & ASSOCIATES Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

PUNCH & ASSOCIATES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investment Philosophy

Our investment philosophy is based on the belief that returns on capital are greatest where capital is most scarce. We formulate investment ideas by focusing in areas of the market we believe other investors have discarded, misunderstood, or simply ignored. We look for market behavior toward investments that are short-sighted, emotionally-driven and uninformed. We place an

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Punch & Associates Investment Management, Inc.
Form ADV Part 2A
March 27, 2015
emphasis on behavioral investing and believe that the migration of the “investment herd” creates value. We strive to identify areas where investor sentiment and expectations are lowest, anticipate themes that currently have low recognition and employ time arbitrage. We believe that most investors tend to have increasingly short-term time horizons, rapid turnover and are trying to exploit...
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PUNCH & ASSOCIATES Portfolio Concentration

PUNCH & ASSOCIATES Location

3601 WEST 76TH STREET
#225
EDINA, Minnesota
UNITED STATES, 55435

PUNCH & ASSOCIATES Contact Information

Phone Number: (952) 224-4350
Fax Number: (952) 224-4351
Website:

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