FOUNDATION RESOURCE MANAGEMENT INC

HTTP://WWW.FOUNDATIONRESOURCEMANAGEMENT.COM LITTLE ROCK, AR Investment Advisor How do I update this listing?

Foundation Resource Management is based out of Little Rock. Foundation Resource Management is a large advisory firm with 207 clients and discretionary assets under management (AUM) of $1,140,361,243 (Form ADV from 2018-07-01). Their last reported 13F filing for Q3 2019 included $457,358,000 in managed 13F securities and a top 10 holdings concentration of 55.76%. Foundation Resource Management's largest holding is Newmont Goldcorp Corp with shares held of 1,123,498. Foundation Resource Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 68 13F filings, and 4 13G filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $457.358 Million
  • Prior Market Value $489.497 Million
  • New Purchases1 stock
  • Additional Purchases11 stocks
  • Sold out of1 stock
  • Reduced holdings in30 stocks
  • Top 10 Holdings % 55.76 %
  • Turnover % [1]:3.57%
  • Turnover Alt % [2]: 1.31 %
  • Time Held Top20:28.65 quarters
  • Time Held Top10:20.70 quarters
  • Time Held All:44.20 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -5.29%
Performance Last 4 Quarters: -11.95%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FOUNDATION RESOURCE MANAGEMENT, INC.
401 W. CAPITOL, SUITE 503
LITTLE ROCK AR    72201
Country: United States

Business Phone: 501-604-3190
Fax: 501-604-3195
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: AR
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 4,372,250
Total Number of Clients: 207
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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FOUNDATION RESOURCE MANAGEMENT, INC.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
MCKELVY, ABBY, YOUNG CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOUNDATION RESOURCE MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2004-10-01
HARTZ, GREGORY, PHILIP PRESIDENT 01/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2016-01-01
MERIDIAN MANAGEMENT CO MANAGING PRINCIPAL & DIRECTOR direct 1989-04-01 2001-02-07
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2001-11-01 2003-03-10
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2004-01-01 2005-09-15
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2006-01-01 2007-03-19
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2008-01-01 2009-03-25
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2010-01-01 2011-05-25
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2012-01-01 2013-03-27
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2014-01-01 2015-03-31
MILLSAP, MARK, WOOD SECRETARY 01/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2016-01-01
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 1992-02-01 2003-03-10
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2004-01-01 2005-09-15
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2006-01-01 2007-03-19
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2008-01-01 2009-03-25
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2010-01-01 2011-05-25
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2012-01-01 2013-03-27
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2014-01-01 2015-03-31

FOUNDATION RESOURCE MANAGEMENT, INC.

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
MCKELVY, ABBY, YOUNG CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FOUNDATION RESOURCE MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2004-10-01
MILLSAP, MARK, WOOD PRESIDENT 01/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2016-01-01
MERIDIAN MANAGEMENT CO MANAGING PRINCIPAL & DIRECTOR direct 1989-04-01 2001-02-07
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2001-11-01 2003-03-10
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2004-01-01 2005-09-15
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2006-01-01 2007-03-19
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2008-01-01 2009-03-25
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2010-01-01 2011-05-25
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2012-01-01 2013-03-27
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2014-01-01 2015-03-31
HARTZ, GREGORY, PHILIP SECRETARY 01/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2016-01-01
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 1992-02-01 2003-03-10
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2004-01-01 2005-09-15
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2006-01-01 2007-03-19
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2008-01-01 2009-03-25
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2010-01-01 2011-05-25
FOUNDATION RESOURCE MANAGEMENT, INC. SECRETARY direct 2012-01-01 2013-03-27
FOUNDATION RESOURCE MANAGEMENT, INC. PRESIDENT direct 2014-01-01 2015-03-31

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