ACCREDITED INVESTORS Overview

Accredited Investors Inc. is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 31 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 364MM in positions, representing 25% of the manager's regulatory AUM.

ACCREDITED INVESTORS StockAlpha

-1.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ACCREDITED INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWM 15.02% ETF 11.35% 0.97% 0 16%
IVV 11.3% ETF 4.73% 0% 0 9%
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FEATURED IN
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ACCREDITED INVESTORS Founders and Key Employees

Name Title In Position Since
Willis T. Heupel Managing Partner, Director October-1988
Ross Levin President, Director / Chief Compliance Officer March-1986
Lewis Zeidner Coo, Director January-2013

ACCREDITED INVESTORS Brokers, Custodians, Auditors and Administrators

Type Company

ACCREDITED INVESTORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


At Accredited Investors Inc., our investment decisions are guided by the theory of mean reversion. This investment theory states that while valuations and returns for various assets may vary substantially, over time valuations will return to their long-term average.
This leads to a clear-cut investment principle: buy low and sell high.


While in concept this philosophy is quite straightforward, its implementation requires a disciplined approach.

We tend to not chase investment returns, or move capital to “hot” sectors or assets. We focus on long-term results by allocating capital to areas of the market where we perceive the most attractive relative valuations and therefore the greatest potential returns.

The Investment Committee (“The IC”), which is composed of the president of the firm and investment managers of the firm, incorporates this approach into our portfolio co...
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ACCREDITED INVESTORS Portfolio Concentration

ACCREDITED INVESTORS Location

5200 WEST 73RD STREET
EDINA, Minnesota
UNITED STATES, 55439-2204

ACCREDITED INVESTORS Contact Information

Phone Number: 952-841-2222
Fax Number: 952-841-2223
Website:

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