Neumeier Poma Investment Counsel LLC
Neumeier Poma Investment Counsel LLC is an independent investment management firm headquartered in Carmel, California. Founded in 1997, the firm specializes in identifying undervalued, misunderstood, and undiscovered small cap value stocks. With a team of approximately 8-10 employees, Neumeier Poma leverages decades of experience to serve institutional and individual investors seeking expertise in small cap value investing.
Investment Strategy
Neumeier Poma Investment Counsel LLC focuses on the small cap value segment of the equity market, seeking to uncover hidden potential in companies that are frequently overlooked by mainstream investors. The firm utilizes deep financial analysis, rigorous research, and market trend analysis to identify stocks with significant growth opportunities, concentrating on undervalued and misunderstood companies poised for appreciation.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ATGE | Adtalem Global Education Inc. | 4.60% | $49.4M | 388,060 | $78.60 | $127.23 | +$8.5M |
C CLS | Celestica Inc. | 4.45% | $47.8M | 306,134 | $67.31 | $156.11 | +$21.4M |
O OSIS | OSI Systems Inc. | 4.14% | $44.4M | 197,462 | $86.04 | $224.86 | -$3.0M |
E EXLS | Exlservice Holdings Inc. | 4.08% | $43.8M | 1,000,759 | $15.73 | $43.79 | -$4.8M |
L LMB | Limbach Holdings Inc. | 3.77% | $40.4M | 288,618 | $44.91 | $140.10 | +$16.1M |