Jim Roumell Is Bullish On These Value Stocks: Should You Go Short Or Long?
Value stocks have been underperforming growth stocks and value investors have been hurting.
Roumell Asset Management, LLC aims for long-term capital growth through opportunistic value investing. The firm focuses on acquiring a portfolio of extensively researched, conservatively financed securities that are undervalued, neglected, or misunderstood by Wall Street, offering substantial discounts relative to their intrinsic value. Roumell Asset Management strives to pinpoint companies deemed worthy of private acquisition.
James Christopher Roumell founded Roumell Asset Management LLC in 1998, where he initially served as Partner & Portfolio Manager. Currently, he has held directorship positions at Forge Insurance Co. since 2017 and at Forge Group, Inc. since 2021. Previously, he worked as a Principal at Raymond James Financial Services, Inc. Roumell earned his undergraduate degree from Wayne State University in Michigan.
Roumell Asset Management is a prominent advisory firm managing discretionary assets totaling $95,392,848 for 60 clients, according to their Form ADV filed on March 2024. Their Q1 2024 13F filing disclosed holdings of $53,132,869 in managed 13F securities, with a top 10 holdings concentration of 81.76%. The firm's largest holding is Liberty Oilfield Services Inc., with 333,402 shares held.
