THOMPSON RUBINSTEIN Overview

Thompson Rubinstein Investment Management Inc is an investment advisor that manages 264.8 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 263MM in positions, representing 99% of the manager's regulatory AUM.

THOMPSON RUBINSTEIN 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

THOMPSON RUBINSTEIN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PCAR 6.31% Industrials 16.26% 0.36% 0 11%
WBA 4.99% Cons. Staples 5.02% 0.45% 0 16%
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FEATURED IN
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THOMPSON RUBINSTEIN Founders and Key Employees

Name Title In Position Since
Richard A. Rubinstein President, Secretary & Chief Compliance Officer June-1979
John H. Coulter Vice President, Portfolio Manager March-2000

THOMPSON RUBINSTEIN Brokers, Custodians, Auditors and Administrators

Type Company

THOMPSON RUBINSTEIN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market


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regardless of the economic and financial factors considered in evaluating the stock.

Risks for all forms of analysis. Our securities analysis methods rely on the assumption that the companies whose securities we purchase and...
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THOMPSON RUBINSTEIN Portfolio Concentration

THOMPSON RUBINSTEIN Location

715 SW MORRISON SUITE 604
PORTLAND, Oregon
UNITED STATES, 97205-3102

THOMPSON RUBINSTEIN Contact Information

Phone Number: 503-224-1488
Fax Number: 503-224-6603
Website:

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