Manager
LOUNTZIS ASSET MANAGEMENT, LLC
Scorecard
Manager quality
Rank
25
Grade
A
Signal
70.6
Evidence
deep
alpha funds scoregen 2026-03-31as of 2026-03-31
Components
Score ingredients
| AUM | $271.9M |
|---|---|
| Holdings | 50 |
| Quality score | 68.5 |
| Filing signal | 73.8 |
| 90d excess return | 0.7% |
| 3y excess return | -0.4% |
| Top20 concentration | 94.3% |
| Turnover | 6.2% |
| Notes | none |
CLI
Full dossier
strongmixed-positivediscovered_performance
Use uv run alpha funds show lountzis-asset-management-llc for the complete manager dossier.