TFS CAPITAL LLC Overview

Tfs Capital Llc is an investment advisor that manages 928.1 MM dollars in regulatory AUM and has 26 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 418MM in positions, representing 45% of the manager's regulatory AUM.

TFS CAPITAL LLC StockAlpha

-1.1%
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

TFS CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ELY 0.55% Cons. Disc. 2.24% -0% 0 5%
LTRPA 0.52% Tech -26.77% -0.13% 0 4%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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TFS CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Richard J. Gates Member, Co-Portfolio Manager January-1998
Kevin J. Gates Member, Co-Portfolio Manager January-1998
Lawrence S. Eiben Member January-1998
Eric S. Newman Member, Co-Portfolio Manager, Chief Investment Officer February-2003
Chao Chen Member January-2007
Gregory M. Sekelsky Chief Financial Officer January-2008
Steven G. Soles General Counsel April-2011
Mary K. Ziegler Chief Compliance Officer June-2012
Mark F. Schlegel Chief Operating Officer July-2014

TFS CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

TFS CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

TFS attempts to accomplish the objectives of its various clients through the use of proprietary factor models that attempt to predict the price movement of a variety of investment securities. With the assistance of its models, TFS will periodically reallocate a client’s assets to the investments that are predicted to best enable the client to achieve its objectives.

The factors utilized by TFS could be classified as “fundamental,” “technical” or simply “other
quantitative factors.”


7
Fundamental Factors. These factors are generally seeking to assess the relative value of a security by looking at certain factors (e.g., financial statement data for equity securities) to determine if the security is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell) relative to its peers.
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TFS CAPITAL LLC Portfolio Concentration

TFS CAPITAL LLC Location

10 N. HIGH ST
SUITE 500
WEST CHESTER, Pennsylvania
UNITED STATES, 19380

TFS CAPITAL LLC Contact Information

Phone Number: 888-837-4446
Fax Number: 610-719-8376
Website:

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