STILWELL VALUE LLC Overview
Stilwell Value Llc is an investment advisor that manages 200.8 MM dollars in regulatory AUM and has 6 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/15 to 03/31/23. The fund's latest filing disclosed 132MM in positions, representing 66% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/15 to 03/31/23. The fund's latest filing disclosed 132MM in positions, representing 66% of the manager's regulatory AUM.
STILWELL VALUE LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STILWELL VALUE LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KFS | 49.72% | Financials | 2.04% | 0.26% | 275 | 2% | ||
| OFG | 15.93% | Financials | 12.43% | 1.48% | 2 | 4% | ||
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FEATURED IN
STILWELL VALUE LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michelle D. Bergman | Chief Compliance Officer | July-2013 |
| Esther J. Borrack | General Counsel | May-2013 |
STILWELL VALUE LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
STILWELL VALUE LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategies and Methods of Analysis
The investment strategies for each of the Funds vary but are set forth generally in Item 4 above. Investors are encouraged to review each Fund’s offering documents for a more thorough description. The Adviser’s research process for investments has been developed over the past twenty years and may
involve, among other factors, information gleaned from company filings with the SEC, field research, and
industry knowledge.
Risk Factors
General Risks of Securities Activities. All securities investing and trading activities risk the loss of capital. Although the Adviser will attempt to moderate these risks, no assurance can be given that investment activities will be successful or that investors will not suffer losses, which may be significant. Some Funds are concentrated in securities of a single issuer or issuers in a single industry, so ...
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Investment Strategies and Methods of Analysis
The investment strategies for each of the Funds vary but are set forth generally in Item 4 above. Investors are encouraged to review each Fund’s offering documents for a more thorough description. The Adviser’s research process for investments has been developed over the past twenty years and may
involve, among other factors, information gleaned from company filings with the SEC, field research, and
industry knowledge.
Risk Factors
General Risks of Securities Activities. All securities investing and trading activities risk the loss of capital. Although the Adviser will attempt to moderate these risks, no assurance can be given that investment activities will be successful or that investors will not suffer losses, which may be significant. Some Funds are concentrated in securities of a single issuer or issuers in a single industry, so ...
Unlock Full Investment Process Description
STILWELL VALUE LLC Portfolio Concentration
STILWELL VALUE LLC Location
111 BROADWAY
12TH FLOOR
NEW YORK, New York
UNITED STATES, 10006
12TH FLOOR
NEW YORK, New York
UNITED STATES, 10006
STILWELL VALUE LLC Contact Information
Phone Number: 212-269-2005
Fax Number: 212-269-2675
Website: null
Fax Number: 212-269-2675
Website: null
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