AUTUS ASSET Overview
Autus Asset Management Llc is an investment advisor that manages 519 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/19. The fund's latest filing disclosed 637MM in positions, representing 123% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/19. The fund's latest filing disclosed 637MM in positions, representing 123% of the manager's regulatory AUM.
AUTUS ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AUTUS ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VB | 5.13% | ETF | 8.83% | -0.12% | 0 | 7% | ||
| VEA | 3.66% | ETF | 8.5% | -0.03% | 0 | 13% | ||
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FEATURED IN
AUTUS ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark A. Fiedler | Managing Member / Chief Compliance Officer | December-2001 |
| Kipp C. Goll | Member | January-2005 |
| Steven A. Fields | Member | January-2005 |
| Donald S. Cuppy | Member | June-2007 |
AUTUS ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
AUTUS ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategies
Autus customizes portfolios to each client’s unique needs and circumstances. When constructing a portfolio, Autus’ primary consideration is effective asset class utilization, followed by strategic sector allocation, and finally individual security selection. Client portfolios will be well diversified, holding reasonably valued securities issued by domestic and international companies with a high degree of financial quality, strong and defensible market positions, and strong and improving fundamentals. Each step in the process is made within a well-defined, disciplined framework that maintains independence while emphasizing quality and relative valuation.
Autus believes that each portfolio should be constructed with a “core” actively managed segment, further diversified across passively managed sub-asset classes as well. This balance of both activel...
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Investment Strategies
Autus customizes portfolios to each client’s unique needs and circumstances. When constructing a portfolio, Autus’ primary consideration is effective asset class utilization, followed by strategic sector allocation, and finally individual security selection. Client portfolios will be well diversified, holding reasonably valued securities issued by domestic and international companies with a high degree of financial quality, strong and defensible market positions, and strong and improving fundamentals. Each step in the process is made within a well-defined, disciplined framework that maintains independence while emphasizing quality and relative valuation.
Autus believes that each portfolio should be constructed with a “core” actively managed segment, further diversified across passively managed sub-asset classes as well. This balance of both activel...
Unlock Full Investment Process Description
AUTUS ASSET Portfolio Concentration
AUTUS ASSET Location
16435 NORTH SCOTTSDALE ROAD
SUITE 105
SCOTTSDALE, Arizona
UNITED STATES, 85254
SUITE 105
SCOTTSDALE, Arizona
UNITED STATES, 85254
AUTUS ASSET Contact Information
Phone Number: (480) 348-1800
Fax Number: (480) 348-5519
Website: http://www.autusam.com
Fax Number: (480) 348-5519
Website: http://www.autusam.com
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