S. MUOIO & COMPANY . LLC Overview
S. Muoio & Company . Llc is an investment advisor that manages 183.1 MM dollars in regulatory AUM and has 8 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 12/31/19. The fund's latest filing disclosed 95MM in positions, representing 52% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/19. The fund's latest filing disclosed 95MM in positions, representing 52% of the manager's regulatory AUM.
S. MUOIO & COMPANY . LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
S. MUOIO & COMPANY . LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AGN | 6.75% | Health | 4.12% | 0.15% | 0 | 16% | ||
| AZO | 4.79% | Cons. Disc. | -11.59% | -0.71% | 0 | 15% | ||
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FEATURED IN
S. MUOIO & COMPANY . LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Salvatore Muoio | Cio, Managing Member & Chief Compliance Officer | April-1997 |
S. MUOIO & COMPANY . LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
S. MUOIO & COMPANY . LLC Investment Strategy
Item 8 Methods of Analysis, Investment Strategies and Risk of
Loss
A. Methods of Analysis and Investment Strategies
Our investment process is based on bottom-up fundamental securities analysis that includes tracking and projecting operating and financial results, reading SEC filings and other company specific information and trade magazines, attending industry trade shows, events, and conferences, participating in conference calls and company sponsored analyst meetings and visiting individual companies one-on-one. We analyze balance sheets and seek to uncover undervalued or hidden assets, and income and cash flow statements to estimate free cash generation. The foundation of our approach is security analysis and value investing.
We utilize a number of investing methodologies and strategies in our investment decision process. Most of our investment ideas
are generated internally and result from an intensely focused and independent research process. V...
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Loss
A. Methods of Analysis and Investment Strategies
Our investment process is based on bottom-up fundamental securities analysis that includes tracking and projecting operating and financial results, reading SEC filings and other company specific information and trade magazines, attending industry trade shows, events, and conferences, participating in conference calls and company sponsored analyst meetings and visiting individual companies one-on-one. We analyze balance sheets and seek to uncover undervalued or hidden assets, and income and cash flow statements to estimate free cash generation. The foundation of our approach is security analysis and value investing.
We utilize a number of investing methodologies and strategies in our investment decision process. Most of our investment ideas
are generated internally and result from an intensely focused and independent research process. V...
Unlock Full Investment Process Description
S. MUOIO & COMPANY . LLC Portfolio Concentration
S. MUOIO & COMPANY . LLC Location
509 MADISON AVENUE
SUITE 406
NEW YORK, New York
UNITED STATES, 10022
SUITE 406
NEW YORK, New York
UNITED STATES, 10022
S. MUOIO & COMPANY . LLC Contact Information
Phone Number: 212-297-2555
Fax Number: 212-297-2550
Website: http://sminvestors.com
Fax Number: 212-297-2550
Website: http://sminvestors.com
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