ROCKY MOUNTAIN Overview

Rocky Mountain Advisers Llc is an investment advisor that manages 386.7 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 19MM in positions, representing 5% of the manager's regulatory AUM.

ROCKY MOUNTAIN StockAlpha

-0.7%
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

ROCKY MOUNTAIN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 9.16% Financials 13.59% -0.55% 0 28%
WLTW 8.64% Unknown -7.36% -0.95% 0 9%
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ROCKY MOUNTAIN Founders and Key Employees

Name Title In Position Since
Stephen C. Miller President/Manager, Chief Compliance Officer September-2008
Stewart R. Horejsi Chief Investment Officer September-2008
Nicole L. Murphey Vice President/Treasurer January-2011
Brendon J. Fischer Assistant Investment Officer March-2012
Joel W. Looney Assistant Investment Officer October-2013

ROCKY MOUNTAIN Brokers, Custodians, Auditors and Administrators

Type Company

ROCKY MOUNTAIN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS. The Adviser does not have a committee or group that determines investment advice or strategies to be given to private clients. While the Adviser may make available general investment ideas or strategies, each Advisory Representative determines the advice and strategies they recommend to clients based on the clients’ personal and financial situation. Securities analysis used by Advisory Representatives in formulating our investment advice and/or managing client assets may include the following:

Fundamental Analysis. This approach attempts to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and



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management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indica...
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ROCKY MOUNTAIN Portfolio Concentration

ROCKY MOUNTAIN Location

2344 SPRUCE STREET
SUITE A
BOULDER, Colorado
UNITED STATES, 80302

ROCKY MOUNTAIN Contact Information

Phone Number: 303-444-5483
Fax Number: 303-245-0420
Website:

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