STEVENS FIRST Overview

Stevens First Principles Investment Advisors is an investment advisor that manages 281.4 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 138MM in positions, representing 49% of the manager's regulatory AUM.

STEVENS FIRST StockAlpha

-3.6%
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

STEVENS FIRST Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WY 5.58% Financials -1.81% -0.95% 0 11%
PYPL 5% Tech -5.74% -0.19% 0 17%
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FEATURED IN
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STEVENS FIRST Founders and Key Employees

Name Title In Position Since
Steven Yamshon President/Chief Financial Officer October-1985
Hugh A. Yamshon Secretary April-1991
Steven Yamshon Chief Compliance Officer September-2004

STEVENS FIRST Brokers, Custodians, Auditors and Administrators

Type Company
Custodian Pro
Prime Broker Pro

STEVENS FIRST Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:




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Fundamental Analysis. We attempt 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 management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Quantitative Analysis. We use mathematical models in an attempt to obtain more accurate measurem...
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STEVENS FIRST Portfolio Concentration

STEVENS FIRST Location

4100 NEWPORT PLACE DR.
SUITE 720
NEWPORT BEACH, California
UNITED STATES, 92660-2451

STEVENS FIRST Contact Information

Phone Number: 949-251-9333
Fax Number: 949-251-9334
Website:

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