May 23, 2018 4:20 AM ET

Capital Markets

Company Overview of Messner & Smith Theme Value Investment Management, Ltd.

Company Overview

Messner & Smith Theme Value Investment Management, Ltd. is an employee owned investment manager. The firm provides its services to individuals, high net worth individuals, corporate pension and profit sharing plans, pooled investment vehicles, public retirement systems, Taft-Hartley plans, foundations, endowments, and charitable organizations. It manages separate client-focused equity and balanced portfolios. The firm invests in the public equity and fixed income markets of the United States. It invests in stocks of small-cap, SMID cap, and mid-cap companies to create its portfolios. The firm benchmarks the performance of its portfolios against the S&P and Russell Indices. It conducts in-hou...

530 B Street

Suite 300

San Diego, CA 92101-4407

United States

Founded in 1984





Key Executives for Messner & Smith Theme Value Investment Management, Ltd.

Principal and Portfolio Manager
Principal, Portfolio Manager, and Chief Compliance Officer
Director of Trading and Operations
Director of Research and Portfolio Manager
Securities Analyst
Compensation as of Fiscal Year 2017.

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