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 09/30/16. The fund's latest filing disclosed 166MM in positions, representing 83% of the manager's regulatory AUM.

STILWELL VALUE LLC StockAlpha

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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

STILWELL VALUE LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
KFS 12.5% Financials 4.53% -0.75% 3 1%
PROV 8.27% Financials 4.24% -0.61% 38 2%
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FEATURED IN
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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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STILWELL VALUE LLC Portfolio Concentration

STILWELL VALUE LLC Location

111 BROADWAY
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:

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