TRIGRAN INVESTMENTS Overview
Trigran Investments Inc is a hedge fund that manages 372.1 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 03/31/17. The fund's latest filing disclosed 364MM in positions, representing 98% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/17. The fund's latest filing disclosed 364MM in positions, representing 98% of the manager's regulatory AUM.
TRIGRAN INVESTMENTS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TRIGRAN INVESTMENTS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KMG | 17.11% | Materials | 12.34% | 1.3% | 5 | 6% | ||
| PHX | 9.8% | Energy | 14.83% | 2.04% | 16 | 1% | ||
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FEATURED IN
TRIGRAN INVESTMENTS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Douglas T. Granat | Director/President | June-1992 |
| Lawrence A. Oberman | Director/Executive Vice President | June-1993 |
| Steven G. Simon | Director/Vice President | January-2003 |
| Bradley F. Simon | Vice President/Chief Compliance Officer/Shareholder | September-2007 |
| Steven R. Monieson | Vice President | December-2011 |
TRIGRAN INVESTMENTS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
TRIGRAN INVESTMENTS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Partnerships are private investment partnerships that seek to maximize total return for each of their respective Partners primarily through capital appreciation of their investments. The Partnerships’ investment strategy is to invest in, hold, sell, and trade equity securities. The Partnerships’ primary focus is to invest in a small group of “buy and hold” core positions. Historically, these investments have been primarily in publicly traded companies with total market capitalizations of less than $2 billion, however, from time to time, Trigran may apply the same investment methodology to larger public companies and a limited number of private company investments as well.
Generally speaking, the Partnerships look to invest in companies trading at sizable discounts to their intrinsic values. In addition, these companies are expected to grow their intrinsic values at reasonable rates ov...
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The Partnerships are private investment partnerships that seek to maximize total return for each of their respective Partners primarily through capital appreciation of their investments. The Partnerships’ investment strategy is to invest in, hold, sell, and trade equity securities. The Partnerships’ primary focus is to invest in a small group of “buy and hold” core positions. Historically, these investments have been primarily in publicly traded companies with total market capitalizations of less than $2 billion, however, from time to time, Trigran may apply the same investment methodology to larger public companies and a limited number of private company investments as well.
Generally speaking, the Partnerships look to invest in companies trading at sizable discounts to their intrinsic values. In addition, these companies are expected to grow their intrinsic values at reasonable rates ov...
Unlock Full Investment Process Description
TRIGRAN INVESTMENTS Portfolio Concentration
TRIGRAN INVESTMENTS Location
630 DUNDEE ROAD, SUITE 230
NORTHBROOK, Illinois
UNITED STATES, 60062
NORTHBROOK, Illinois
UNITED STATES, 60062
TRIGRAN INVESTMENTS Contact Information
Phone Number: 847-656-1640
Fax Number: 847-656-0060
Website: null
Fax Number: 847-656-0060
Website: null
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