UNDERHILL INVESTMENT Overview

Underhill Investment Management Llc is an investment advisor that manages 247.1 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 181MM in positions, representing 73% of the manager's regulatory AUM.

UNDERHILL INVESTMENT StockAlpha

-4.4%
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

UNDERHILL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
INTC 10.17% Tech -8.82% -0.66% 0 25%
GNTX 8.84% Cons. Disc. 6.64% 0.43% 0 13%
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FEATURED IN
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UNDERHILL INVESTMENT Founders and Key Employees

Name Title In Position Since
Michael Tannenbaum Managing Director April-2009
Roland D. Underhill Managing Member September-2013
Bonnie G. George Chief Operating Officer, Chief Compliance Officer January-2011
Benjamin H. Miller Managing Director October-2013

UNDERHILL INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

UNDERHILL INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Depending upon the type of investment, UIM may use a combination of fundamental, technical and cyclical analysis. Fundamental analysis involves analyzing quantitative and qualitative data, including macroeconomic, sector and company-specific financial and business information, to attempt to determine a security’s intrinsic value. Technical analysis involves analyzing statistics related to market activity, such as past prices and trading volumes of particular securities, to identify patterns that may predict securities’ future trading levels and prices. Cyclical analysis seeks to identify and analyze patterns in the overall economy and their effects on particular industries and sectors that are sensitive to business and economic cycles (such as automobiles and housing). In performing these analyses, UIM consults third-party research materials, co...
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UNDERHILL INVESTMENT Portfolio Concentration

UNDERHILL INVESTMENT Location

100 DRAKES LANDING ROAD
SUITE 100
GREENBRAE, California
UNITED STATES, 94904

UNDERHILL INVESTMENT Contact Information

Phone Number: 415-785-3670
Fax Number: 415-785-3675
Website:

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