roumellasset.com
Roumell // Founder's Message
http://www.roumellasset.com/founders_message.htm
As a boy growing up in Detroit, Michigan, in the 1960s and '70s, I came to know the value of a buck. I saved the money I made from cutting grass and delivering the. I got my first paper route in 7th grade and soon thereafter bought another route and felt tremendous pride when I was able to buy a 10-speed Schwinn bicycle with my earnings. The value we place on being worthy stewards of our clients' assets comes out of a strong belief that people matter. As we invest, we follow certain instincts that took r...
roumellasset.com
Roumell Asset Management, LLC | Who We Are
http://www.roumellasset.com/who_we_are.htm
2 Wisconsin Circle, Suite 660 Chevy Chase, MD 20815 Phone: (301) 656-8500 Fax: (301) 656-8501 Map and Directions.
roumellasset.com
Roumell Asset Management, LLC | Home
http://www.roumellasset.com/index.htm
Finding Value Through Out-of-Favor, Overlooked or Misunderstood Securities. Founded in 1998, Roumell Asset Management offers separately managed accounts. And a mutual fund, Roumell Opportunistic Value Fund (RAMSX/RAMVX/RAMDX). To deploy capital on a highly opportunistic basis while viewing cash as an important portfolio tool in order to generate strong real rates of return over time. Roumell Investor Day, November 5, 2015. Roumell Investor Day, September 12, 2014. By John Heins and Whitney Tilson.
roumellasset.com
Roumell Asset Management, LLC | Who We Are
http://www.roumellasset.com/core_tenets.htm
We find value by pursuing securities that are out of favor, overlooked, or misunderstood. Where an analytical, informational or behavioral edge is more likely, as compared to popular securities, which are well understood by most investors. We analyze a company as a private business. The price we pay for a common stock must be at a substantial discount to what we believe the issuer is worth as a private company. We ask ourselves if we would want to own the entire company at the price being offered. Manage...
roumellasset.com
Roumell // Roumell Investor Day
http://www.roumellasset.com/investor_day.htm
Roumell Investor Day, September 12, 2014. Interview with Raghu Rau, CEO of SeaChange International Inc., followed by Q&A. Interview with Neil Nguyen, CEO of Sizmek Inc., followed by Q&A. Interview with Steve Swad, CEO of Rosetta Stone Inc., followed by Q&A. Q&A with Portfolio Managers Jim Roumell and Ted Crawford. A list of all purchases and sales made over the last 12 months is available upon request.
roumellasset.com
Roumell Asset Management, LLC | Roumell Funds
http://www.roumellasset.com/roumell_sma.htm
Roumell Opportunistic Value Accounts. Balanced accounts combine stocks, bonds, and cash. Investors can choose between four allocation models: 65% equity and 35% fixed-income and cash is the most common. However, three other models ranging from a low of 30% equity exposure to a high of 75% are also available. Roumell Asset Management has a minimum account value of $1 million. Historical Performance (since inception). Annualized as of 6/30/16. Roumell Opportunistic Value (Net). Thomson US Balanced Index.
roumellasset.com
Roumell Asset Management, LLC | Photo Album
http://www.roumellasset.com/company_visits.htm
Our research process is relentless and includes regular travel to see management teams, assets, customers, and competitors firsthand. 2 Wisconsin Circle, Suite 660 Chevy Chase, MD 20815 Phone: (301) 656-8500 Fax: (301) 656-8501 Map and Directions.
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Roumell Asset Management, LLC | Quarterly Letters
http://www.roumellasset.com/quarterly_letters.htm
2nd Quarter July 31, 2016. 1st Quarter - April 30, 2016. 4th Quarter - January 31, 2016. 3rd Quarter - October 31, 2015. 2nd Quarter July 31, 2015. 1st Quarter - April 30, 2015. 4th Quarter - January 31, 2015. 3rd Quarter - October 31, 2014. 2nd Quarter - July 31, 2014. 1st Quarter - April 30, 2014. 4th Quarter - January 31, 2014. 3rd Quarter - October 31, 2013. 2nd Quarter - July 31, 2013. 1st Quarter - April 30, 2013. 4th Quarter - January 31, 2013. 3rd Quarter - October 31, 2012. The specific securiti...
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Roumell // In The News
http://www.roumellasset.com/in_the_news.htm
Ldquo;Roumell, a value investor, gained renown in 2002 as a multiple winner of the. Rsquo;s pros-versus-dartboard stock-picking contest, and I have followed him ever since. His approach to asset allocation is unusual. Roumell sees cash as a 'home base."'. Jim Glassman, Kiplinger’s, October 2009. November 30, 2015. Cash-Rich, Deep Value: Meet Jim Roumell. November 30, 2015. May 1, 2015. Private Equity Approach to Deep Value Investing. March 31, 2015. February 6, 2015. Time to Sell Apple Inc? July 2, 2013.
