RUTABAGA CAPITAL Overview
Rutabaga Capital Management Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 167MM in positions, representing 15% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 167MM in positions, representing 15% of the manager's regulatory AUM.
RUTABAGA CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RUTABAGA CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TBBK | 5.48% | Financials | 57.36% | 2.31% | 4 | 4% | ||
| HRTG | 4.41% | Financials | 2.27% | -0.33% | 4 | 2% | ||
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FEATURED IN
RUTABAGA CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter C. Schliemann | Managing Principal | January-1999 |
| Eugene H. Gardner Jr. | Principal | January-1999 |
| Brent E. Miley | Principal | January-1999 |
| Nathan C. Newbold | Principal | April-2000 |
| Dennis J. Scannell | Principal | April-2000 |
| Dana E. Cohen | Principal | May-1999 |
| Dana E. Cohen | Chief Compliance Officer | October-2004 |
| Robert A. Henderson | Principal | May-2005 |
RUTABAGA CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
RUTABAGA CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Rutabaga specializes in investing in equity securities of micro capitalization issuers (those issuers with market capitalizations of less than $300 million) and small capitalization issuers (those issuers with market capitalizations between $300 million and $1.5 billion). Rutabaga invests primarily in common stock equity securities issued by United States issuers. Portfolios are relatively fully invested at all times. Virtually all of the same securities are held across all institutional accounts within the respective strategies, micro cap and small cap. Therefore all
accounts in each strategy are managed alike.
4
FORM ADV Part 2A RUTABAGA CAPITAL MANAGEMENT LLC SEC FILE NO. 801-
56233
DATE:
03/25/15
Companies with smaller market capitalizations are more difficult to research because of their relative obscurity and therefor...
Unlock Full Investment Process Description
Rutabaga specializes in investing in equity securities of micro capitalization issuers (those issuers with market capitalizations of less than $300 million) and small capitalization issuers (those issuers with market capitalizations between $300 million and $1.5 billion). Rutabaga invests primarily in common stock equity securities issued by United States issuers. Portfolios are relatively fully invested at all times. Virtually all of the same securities are held across all institutional accounts within the respective strategies, micro cap and small cap. Therefore all
accounts in each strategy are managed alike.
4
FORM ADV Part 2A RUTABAGA CAPITAL MANAGEMENT LLC SEC FILE NO. 801-
56233
DATE:
03/25/15
Companies with smaller market capitalizations are more difficult to research because of their relative obscurity and therefor...
Unlock Full Investment Process Description
RUTABAGA CAPITAL Portfolio Concentration
RUTABAGA CAPITAL Location
64 BROAD STREET
BOSTON, Massachusetts
UNITED STATES, 02109
BOSTON, Massachusetts
UNITED STATES, 02109
RUTABAGA CAPITAL Contact Information
Phone Number: 617-204-1160
Fax Number: 617-204-1161
Website: null
Fax Number: 617-204-1161
Website: null
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