Wynnefield Capital Overview and Investment Strategy

Wynnefield Capital is a value-oriented investment firm that focuses on long-term growth. They employ a fundamental research approach to identify undervalued companies.

Wynnefield Capital's investment strategy involves a concentrated portfolio of 15-20 holdings, allowing them to dig deeper into each company's financials and management team. This approach enables them to identify hidden gems in the market.

Their research process involves analyzing a company's financial statements, management team, competitive position, and industry trends. Wynnefield Capital's team of experienced analysts and portfolio managers work together to evaluate these factors and make informed investment decisions.

Wynnefield Capital's investment style is characterized by a buy-and-hold approach, with a focus on long-term capital appreciation rather than short-term gains.

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Wynnefield Capital was founded in 1992 by Nelson Obus and Joshua Landes, who continue to lead the fund as President and Executive Vice President/Treasurer/Secretary respectively.

Nelson Obus and Joshua Landes have a long history of working together, with Obus serving as the fund's President and Landes as the Executive Vice President/Treasurer/Secretary since its inception.

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The fund is employee-owned, which suggests a strong commitment to its employees and a focus on long-term success.

Here's a brief overview of the fund's management team:

The fund's leadership has been instrumental in its success, with a strong track record of delivering returns for its investors.

Wynnefield Capital is a global investment firm with a long history of successful investing. Founded in 1988 by Joseph Steinberg, the company has grown to become a respected player in the financial industry.

Wynnefield Capital's headquarters is located in Philadelphia, Pennsylvania, a hub for financial services and investment firms.

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Wynnefield Capital, Inc. is based in New York, New York.

Knowing a company's location can be helpful for various reasons, such as understanding their market presence or being able to reach out to them in person.

The location of a company can also give you an idea of their target market and the type of services they offer.

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To find the SIC code for a company, you can check the Standard Industrial Classification codes listed in the company's information.

For instance, Wynnefield Capital, Inc. has SIC codes 67 and 679.

The SIC code is an essential piece of information that can help you understand a company's business operations and industry classification.

The SIC code for Wynnefield Capital, Inc. specifically is 67 and 679.

Wynnefield Capital has been involved in some notable investments, including a 13D filing with DLH Holdings Corp. in 2018.

This filing indicates that Wynnefield Capital has a significant stake in DLH Holdings Corp.

Wynnefield Capital also kept a close eye on DLH Holdings Corp. in 2017, as evidenced by its hedge fund activity that year.

Nelson Obus and Joshua Landes are the founders of Wynnefield Capital, a small, employee-owned hedge fund established in 1992. They serve as the fund's President and Executive Vice President/Treasurer/Secretary, respectively.

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The fund primarily focuses on U.S-based small-cap stocks with company- or industry-specific catalysts to drive growth. These catalysts can include changes in government regulations, minimal debt, or shareholder-friendly management teams.

Wynnefield Capital has a long-term investment horizon, holding core positions for six-to-eight years on average. This approach has yielded impressive results, with the fund's small-cap value fund delivering an annualized rate of return of 13.5% net of fees through the end of 2015.

The fund's regulatory assets under management stood at $372 million as of July 6, 2017, with over 75% of that amount coming from pooled investment vehicles.

Here is a summary of the fund's key facts:

DLH Holdings Corp. has been the subject of a 13D Filing, a document that provides information on significant changes in ownership or control of a company.

The 13D Filing was made by Wynnefield Capital, a hedge fund, on February 23rd, 2018.

In a recent move, Omega Protein Corp has decreased its stake in a key investment. This shift is likely a strategic decision to realign its portfolio.

The company's holdings have been adjusted to reflect this change, with a notable reduction in its stake in a specific asset.

Wynnefield Capital's employment and operations are designed to foster a collaborative and dynamic work environment. The company's headquarters are located in Philadelphia, Pennsylvania.

Wynnefield Capital's investment team is comprised of experienced professionals with a strong track record of success.

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Wynnefield Partners Small Cap Value LP I filed a 13D with the SEC regarding Xerium Technologies Inc in February 2017.

The filing was related to a significant increase in the fund's ownership stake in Xerium Technologies Inc.

Xerium Technologies Inc is a company that was the subject of a 13D filing by a hedge fund in 2017.

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Wynnefield Capital, Inc. has a remarkably small workforce with only 6 people employed at the company.

Having a small team can have its advantages, like increased efficiency and better communication among team members.

The small employee count at Wynnefield Capital, Inc. is a notable characteristic that sets it apart from larger companies.

In fact, this small size allows for more personalized attention to clients and projects.

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Insiders at Wynnefield Capital Inc. are subject to certain restrictions on trading their shares. Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.

This rule aims to prevent insiders from taking advantage of confidential information for personal gain.

Wynnefield Partners Small Cap Value, L.P. I and its affiliates are seeking to rebuild credibility for all stockholders.

Wynnefield and Robert D. Straus, together known as the Group, are the entities behind this effort.

The Group aims to restore trust with stockholders, likely due to past concerns about insider trading.

Wynnefield's involvement suggests a significant investment in rebuilding credibility, which may involve addressing past issues or implementing new policies.

The Group's goal is to regain the confidence of stockholders, implying that their current reputation may be damaged.

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Insiders are often prohibited from making short-swing profits by trading their shares within a certain timeframe, as seen in the Wynnefield Capital Inc. Profit Sharing Plan, where insiders are restricted from making such profits within 6 months of the registration or acquiring the shares.

Some profit sharing plans, like the Wynnefield Capital Inc. Profit Sharing Plan, do not adjust shares for stock splits, leaving the number of shares unchanged despite any changes in the company's stock price.

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