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 03/31/18. The fund's latest filing disclosed 366MM in positions, representing 25% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 03/31/18. The fund's latest filing disclosed 366MM in positions, representing 25% of the manager's regulatory AUM.
ACCREDITED INVESTORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ACCREDITED INVESTORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWM | 12.2% | ETF | 9.19% | 0.36% | 0 | 16% | ||
| SCHB | 11.09% | ETF | 5.97% | 0.03% | 0 | 2% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
ACCREDITED INVESTORS Portfolio Concentration
ACCREDITED INVESTORS Location
5200 WEST 73RD STREET
EDINA, Minnesota
UNITED STATES, 55439-2204
EDINA, Minnesota
UNITED STATES, 55439-2204
ACCREDITED INVESTORS Contact Information
Phone Number: 952-841-2222
Fax Number: 952-841-2223
Website: http://www.accreditedinvestors.com
Fax Number: 952-841-2223
Website: http://www.accreditedinvestors.com
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