ASPEN INVESTMENT Overview

Aspen Investment Management Inc is an investment advisor that manages 179.6 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 126MM in positions, representing 70% of the manager's regulatory AUM.

ASPEN INVESTMENT StockAlpha

-1.1%
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

ASPEN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IOC 13.2% Energy -3.85% -1.68% 0 7%
SPY 9.5% ETF 4.72% 0% 0 29%
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FEATURED IN
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ASPEN INVESTMENT Founders and Key Employees

Name Title In Position Since
William J. Alphenaar President October-2011
William J. Alphenaar Chief Compliance Officer October-2011
Richard G. Knoor Treasurer October-2011
John B. Hoogland Secretary October-2011

ASPEN INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

ASPEN INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Methods of Analysis

We utilize fundamental analysis to evaluate investments. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market re- gardless of the economic and financial factors considered in evaluating the stock.

We also utilize technical analysis to evaluate potential investments. We analyze past m...
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ASPEN INVESTMENT Portfolio Concentration

ASPEN INVESTMENT Location

4020 E. BELTLINE AVE NE
SUITE 103
GRAND RAPIDS, Michigan
UNITED STATES, 49525

ASPEN INVESTMENT Contact Information

Phone Number: 616-361-2500
Fax Number: 616-361-2543
Website:

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