SEMPER AUGUSTUS Overview
Semper Augustus Investments Group Llc is an investment advisor that manages 202.9 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 391MM in positions, representing 193% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 391MM in positions, representing 193% of the manager's regulatory AUM.
SEMPER AUGUSTUS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SEMPER AUGUSTUS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 18.43% | Financials | 8.63% | 1.1% | 0 | 36% | ||
| BRK.A | 14.43% | Financials | 9.92% | 1.06% | 0 | 11% | ||
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FEATURED IN
SEMPER AUGUSTUS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Chad S. Christensen | Chief Compliance Officer Partner/Vice President | October-1998 |
| Christopher P. Bloomstran | President And Chief Investment Officer | October-1998 |
SEMPER AUGUSTUS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
SEMPER AUGUSTUS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
(8.)
Methods of Analysis
Security analysis methods may include fundamental analysis, technical analysis, and cyclical analysis.
The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Investment Strategies
We commit assets under management to securities when we believe they are inexpensive and reduce exposure to securities when we believe they are overvalued. This philosophy leads us to seek a “margin of safety” and to avoid short-term trading strategies as our core investment philosophy. In addition, this discipline may require our absence from purchases for extended periods.
We believe the capital markets are efficient over lo...
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(8.)
Methods of Analysis
Security analysis methods may include fundamental analysis, technical analysis, and cyclical analysis.
The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Investment Strategies
We commit assets under management to securities when we believe they are inexpensive and reduce exposure to securities when we believe they are overvalued. This philosophy leads us to seek a “margin of safety” and to avoid short-term trading strategies as our core investment philosophy. In addition, this discipline may require our absence from purchases for extended periods.
We believe the capital markets are efficient over lo...
Unlock Full Investment Process Description
SEMPER AUGUSTUS Portfolio Concentration
SEMPER AUGUSTUS Location
640 PLAZA DRIVE STE 160
HIGHLANDS RANCH, Colorado
UNITED STATES, 80129-2508
HIGHLANDS RANCH, Colorado
UNITED STATES, 80129-2508
SEMPER AUGUSTUS Contact Information
Phone Number: 303-893-1214
Fax Number: 303-893-1207
Website: http://www.semperaugustus.com
Fax Number: 303-893-1207
Website: http://www.semperaugustus.com
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