RODGERS BROTHERS INC. Overview

Rodgers Brothers Inc. is an investment advisor that manages 311.5 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/07 to 09/30/16. The fund's latest filing disclosed 249MM in positions, representing 80% of the manager's regulatory AUM.

RODGERS BROTHERS INC. StockAlpha

+0.4%
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

RODGERS BROTHERS INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IIVI 7.74% Tech 23.1% 1.87% 2 3%
PG 3.57% Cons. Staples -6.82% -0.08% 0 24%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

RODGERS BROTHERS INC. Founders and Key Employees

Name Title In Position Since
Gary Rodgers Ceo February-1985
Mark Rodgers President February-1985
Michael Carey Rodgers Director October-2003
Denise Ryan Rodgers Chief Compliance Officer January-2006
Chris Robert Rabenold Vice President December-2005

RODGERS BROTHERS INC. Brokers, Custodians, Auditors and Administrators

Type Company

RODGERS BROTHERS INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The investment style of MCM can best be described as value oriented. Monongahela Capital begins evaluation of the investment potential of a specific security based on the individual merits of the company issuing that security. MCM incorporates both technical and fundamental research in the evaluation process and if the company passes the initial value screening, it is considered for sector analysis and macro-economic analysis before a position is recommended. Monongahela Capital Management utilizes financial news sources, corporate news and financial
6
releases, research materials prepared by others, corporate rating services, annual reports, prospectus and filings with SEC in reviewing potential investments.

MCM investment strategies may include long-term purchases, short-term purchases, securities trading, short sales, margin transactions, and option writing as dictated by the objectiv...
Unlock Full Investment Process Description

RODGERS BROTHERS INC. Portfolio Concentration

RODGERS BROTHERS INC. Location

223 MERCER STREET
HARMONY, Pennsylvania
UNITED STATES, 16037

RODGERS BROTHERS INC. Contact Information

Phone Number: 724-473-4003
Fax Number: 724-473-4050
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A