SUMMIT CREEK ADVISORS Overview

Summit Creek Advisors Llc is an investment advisor that manages 966 MM dollars in regulatory AUM and has 6 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/05 to 09/30/16. The fund's latest filing disclosed 610MM in positions, representing 63% of the manager's regulatory AUM.

SUMMIT CREEK ADVISORS StockAlpha

-8.2%
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

SUMMIT CREEK ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MMS 3.86% Tech -4.73% -0.1% 1 3%
WAGE 3.46% Industrials 19.6% 0.42% 1 4%
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SUMMIT CREEK ADVISORS Founders and Key Employees

Name Title In Position Since
Joseph J. Docter Managing Partner, Portfolio Manager/Analyst June-2005
Adam N. Benson Managing Partner, Portfolio Manager/Analyst June-2005
Jason K. Mitchell Chief Compliance Officer February-2014

SUMMIT CREEK ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

SUMMIT CREEK ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

SCA uses a fundamental method of analysis in formulating investment advice. This is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of companies). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in hopes of figuring out what sort of position to take with that security (underpriced = buy, overpriced = sell or short). This method of
security analysis is quite different from technical analysis. Fundamental analysis is about using real data to ...
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SUMMIT CREEK ADVISORS Portfolio Concentration

SUMMIT CREEK ADVISORS Location

120 SOUTH SIXTH STREET
SUITE 2200
MINNEAPOLIS, Minnesota
UNITED STATES, 55402

SUMMIT CREEK ADVISORS Contact Information

Phone Number: 612-746-8990
Fax Number: 612-746-4765
Website:

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