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Aegis Financial Corporation

6862 Elm Street
McLean, Virginia 22101
United States
 
Contact :      Scott Collins
Phone :       703-528-7788
Fax :             703-528-1395
Email :         scollins@aegisfunds.com
Web :           http://www.aegisfunds.com

Aegis Financial Corporation Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $375
Tax-Exempt Managed ($Mil) : $82
Taxable Assets Managed ($Mil) : $293
Year Founded : 1994
Wrap Programs Offered? : No
# of Accounts Managed : 10
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Aegis Financial Corporation History

Founded in 1994, Aegis Financial Corporation is a boutique investment manager dedicated to deep value investing and strong fundamental analysis. Seeking to operate in the less efficient sectors of the public markets, the firm manages the Aegis Value Fund (AVALX) and the Aegis High Yield Fund (AHYFX), both no-load mutual funds, along with separately managed accounts using the same strategies. The company is based in McLean, Virginia.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
7
$10.05
 
Limited Partnership :
 
Foundations :
1
$78.55
ERISA :
Unions, Taft-Hartley :
Public :
Others :
2
$285.98
Total # of Professional : 10 Analysts : 3
Portfolio Managers : 1 Traders : 1
Client Service : 1 Operation : 3

Aegis Financial Corporation Personnel

Mr.  Chanpong Kongkatigumjorn

Data Preparer
Tel : 571-250-0052
Email: ckongka@aegisfunds.com

Aegis Financial Corporation Product Name

Aegis Small Cap Deep Value:Privately Managed Accounts
Aegis High Yield:Privately Managed Accounts
Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
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