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 12/31/22. The fund's latest filing disclosed 735MM in positions, representing 76% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/05 to 12/31/22. The fund's latest filing disclosed 735MM in positions, representing 76% of the manager's regulatory AUM.
SUMMIT CREEK ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SUMMIT CREEK ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BOX | 4% | Tech | -18.59% | -1.37% | 1 | 5% | ||
| DSGX | 3.67% | Tech | 10.82% | -0.17% | 3 | 1% | ||
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FEATURED IN
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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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 ...
Unlock Full Investment Process Description
SUMMIT CREEK ADVISORS Portfolio Concentration
SUMMIT CREEK ADVISORS Location
120 SOUTH SIXTH STREET
SUITE 2200
MINNEAPOLIS, Minnesota
UNITED STATES, 55402
SUITE 2200
MINNEAPOLIS, Minnesota
UNITED STATES, 55402
SUMMIT CREEK ADVISORS Contact Information
Phone Number: 612-746-8990
Fax Number: 612-746-4765
Website: http://www.summitcreekadvisors.com
Fax Number: 612-746-4765
Website: http://www.summitcreekadvisors.com
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