ALERUS INVESTMENT Overview

Alerus Investment Advisors Corp is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 15 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 03/31/16. The fund's latest filing disclosed 575MM in positions, representing 32% of the manager's regulatory AUM.

ALERUS INVESTMENT StockAlpha

+0.5%
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

ALERUS INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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ALERUS INVESTMENT Founders and Key Employees

Name Title In Position Since
Randy L. Newman Chairman/Director September-2007
Kris E. Compton Director September-2007
John G. Flesch Director January-2009
Karl A. Bollingberg Director September-2007
Eric A. Carlson Cfo September-2007
Sunil N. Swami President, Cio, Cco March-2010

ALERUS INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

ALERUS INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Alerus Investment Advisors provides the client with insight into investment principles and practices that are invaluable, especially in volatile markets when performance can fluctuate dramatically. Alerus Investment Advisors’ investment discipline is an analytical approach that emphasizes broad diversification. With a combination of sophisticated technology and in-depth research, Alerus Investment Advisors’ investment team searches the universe of individual securities and bonds, as well as available managers or mutual funds, considering areas such as:

 Overall returns, return consistency, expected returns and risk-adjusted returns

 Company fundamentals and valuations, including size, strength and history

 Peer group comparisons and manager history, including investment objectives, philosophy, guidelines and expense ratios.

Portfolio construction...
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ALERUS INVESTMENT Portfolio Concentration

ALERUS INVESTMENT Location

10900 WAYZATA BLVD. SUITE 120
MINNETONKA, Minnesota
UNITED STATES, 55305

ALERUS INVESTMENT Contact Information

Phone Number: 877-493-5858
Fax Number: 952-417-3839
Website:

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