ROBERTS GLORE & Overview

Roberts Glore & Company Inc is an investment advisor that manages 472.1 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 139MM in positions, representing 29% of the manager's regulatory AUM.

ROBERTS GLORE & StockAlpha

-1.3%
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

ROBERTS GLORE & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 5.6% Financials 10.33% -0.26% 0 28%
JNJ 4.97% Health -4.57% -0.03% 0 34%
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ROBERTS GLORE & Founders and Key Employees

Name Title In Position Since
Clemens P. Ciupke Treasurer December-1989
Jim L. Calaway President October-1993
Byron J. Smythe Chief Compliance Officer May-2007
Christopher J. Ciupke Assistant Vp November-2013

ROBERTS GLORE & Brokers, Custodians, Auditors and Administrators

Type Company

ROBERTS GLORE & Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss

Our investment strategy involves the construction of customized investment portfolios for our clients that reflect each client’s long-term investment goals, risk tolerance, and income needs, among other considerations. In pursuit of this aim, we generally attempt to purchase securities whose market prices are reasonable in comparison to our estimate of their fair value. Moreover, in most cases we allocate our clients’ investments among various types of asset classes, including common stocks, bonds, cash equivalents, and alternative assets. We may also make use of open-end mutual funds, closed-end funds, and exchange-traded funds or notes that invest in these asset classes. We do not employ trading strategies that call for high frequency trading or high levels of turnover.

In assessing common stock investments, our goal is to find securities that we feel are reasonably valued and offer the potenti...
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ROBERTS GLORE & Portfolio Concentration

ROBERTS GLORE & Location

707 LAKE COOK ROAD
SUITE 210
DEERFIELD, Illinois
UNITED STATES, 60015

ROBERTS GLORE & Contact Information

Phone Number: 224-330-6980
Fax Number: 847-412-4885
Website:

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