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 09/30/16. The fund's latest filing disclosed 446MM in positions, representing 86% of the manager's regulatory AUM.

AUTUS ASSET StockAlpha

-1.7%
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

AUTUS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VB 4.84% ETF 8.58% 0.21% 0 2%
VEA 3.36% ETF -1.07% -0.17% 0 8%
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FEATURED IN
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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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AUTUS ASSET Portfolio Concentration

AUTUS ASSET Location

16435 NORTH SCOTTSDALE ROAD
SUITE 105
SCOTTSDALE, Arizona
UNITED STATES, 85254

AUTUS ASSET Contact Information

Phone Number: (480) 348-1800
Fax Number: (480) 348-5519
Website:

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