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 09/30/18. The fund's latest filing disclosed 1BN in positions, representing 145% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 09/30/18. The fund's latest filing disclosed 1BN in positions, representing 145% of the manager's regulatory AUM.
PUNCH & ASSOCIATES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PUNCH & ASSOCIATES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CSWC | 2.55% | Financials | 14.67% | 0.44% | 36 | 1% | ||
| RILY | 2.39% | Cons. Disc. | -33.05% | -0.64% | 23 | 1% | ||
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FEATURED IN
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
6
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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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
6
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...
Unlock Full Investment Process Description
PUNCH & ASSOCIATES Portfolio Concentration
PUNCH & ASSOCIATES Location
3601 WEST 76TH STREET
#225
EDINA, Minnesota
UNITED STATES, 55435
#225
EDINA, Minnesota
UNITED STATES, 55435
PUNCH & ASSOCIATES Contact Information
Phone Number: (952) 224-4350
Fax Number: (952) 224-4351
Website: http://punchinvest.com/
Fax Number: (952) 224-4351
Website: http://punchinvest.com/
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