RELATIVE VALUE Overview

Relative Value Partners Llc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 773MM in positions, representing 77% of the manager's regulatory AUM.

RELATIVE VALUE StockAlpha

-1.1%
Top 25%
3yr StockAlpha Register for more...

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

RELATIVE VALUE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OEF 7.34% ETF 1.28% -0.02% 1 4%
FRA 4.97% ETF 2.06% 0.06% 13 1%
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FEATURED IN
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RELATIVE VALUE Founders and Key Employees

Name Title In Position Since
Maury L. Fertig Managing Member April-2004
Robert H. Huffman Managing Member April-2004
Catherine C. Goel Chief Compliance Officer April-2008

RELATIVE VALUE Brokers, Custodians, Auditors and Administrators

Type Company

RELATIVE VALUE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



RVP uses a variety of security analysis methods including: fundamentals, technical and cyclical factors. RVP obtains information from financial newspapers and magazines, research materials, annual reports, company filings and press releases. RVP primarily implements the investment strategy through long and short term purchases, but at times will also utilize trading (securities sold within 30 days). To a lesser extent, RVP may conduct short sales, option trades or invest on margin. RVP may sell short ETFs or buy inverse ETFs as a hedge in certain strategies. Investing in securities does have risks and investors may experience a loss.


Risks


Investing in securities does carry risk and client’s portfolios are exposed to equity risk, interest rate risk, credit risk and sovereign risk. Frequent trading of securities is a modest part of RVP’s strategy and frequent trading does h...
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RELATIVE VALUE Portfolio Concentration

RELATIVE VALUE Location

1033 SKOKIE BLVD.
SUITE 470
NORTHBROOK, Illinois
UNITED STATES, 60062

RELATIVE VALUE Contact Information

Phone Number: 847-513-6300
Fax Number: 847-513-6306
Website:

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