ZPR INVESTMENT Overview
Zpr Investment Management is an investment advisor that manages 175.7 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/18. The fund's latest filing disclosed 66MM in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/18. The fund's latest filing disclosed 66MM in positions, representing 38% of the manager's regulatory AUM.
ZPR INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ZPR INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MCFT | 5.52% | Cons. Disc. | -43.49% | -1.91% | 0 | 5% | ||
| CE | 4.16% | Materials | -16.49% | -0.24% | 0 | 15% | ||
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FEATURED IN
ZPR INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ruth A. Fay | Vice President/Secretary | July-1994 |
| Mark D. Zavanelli | President And Chief Compliance Officer | October-2011 |
ZPR INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ZPR INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
ZPR manages accounts utilizing a variety of model strategies. We divide these into two primary groups: Fundamental Strategies and Quantitative Strategies. In certain cases, some clients holdings may deviate from other clients who are invested in the same strategy. For example some clients may have a higher concentration of illiquid securities or may hold different securities than other clients. Such deviations will be based on the specific clients' tolerance for risk, suitability or other factors.
Fundamental Strategies:
Small Cap Value
Global Equity
All-Asian Equity
All Thai Equity
We believe that normal investor behavior, such as greed and fear caused by misinformation or lack of information, creates market inefficiencies where quality companies sometimes trade at unjustly low valuations. We view these situations as potential opportunities that can be exploited for pr...
Unlock Full Investment Process Description
ZPR manages accounts utilizing a variety of model strategies. We divide these into two primary groups: Fundamental Strategies and Quantitative Strategies. In certain cases, some clients holdings may deviate from other clients who are invested in the same strategy. For example some clients may have a higher concentration of illiquid securities or may hold different securities than other clients. Such deviations will be based on the specific clients' tolerance for risk, suitability or other factors.
Fundamental Strategies:
Small Cap Value
Global Equity
All-Asian Equity
All Thai Equity
We believe that normal investor behavior, such as greed and fear caused by misinformation or lack of information, creates market inefficiencies where quality companies sometimes trade at unjustly low valuations. We view these situations as potential opportunities that can be exploited for pr...
Unlock Full Investment Process Description
ZPR INVESTMENT Portfolio Concentration
ZPR INVESTMENT Location
1642 N VOLUSIA AVE
SUITE 102
ORANGE CITY, Florida
UNITED STATES, 32763-3841
SUITE 102
ORANGE CITY, Florida
UNITED STATES, 32763-3841
ZPR INVESTMENT Contact Information
Phone Number: 386-775-1177
Fax Number: 386-775-7749
Website: http://www.zprim.com/
Fax Number: 386-775-7749
Website: http://www.zprim.com/
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