BALASA DINVERNO & Overview

Balasa Dinverno & Foltz Llc is an investment advisor that manages 3.2 BN dollars in regulatory AUM and has 32 employees, of which 29 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 533MM in positions, representing 17% of the manager's regulatory AUM.

BALASA DINVERNO & StockAlpha

-1.6%
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

BALASA DINVERNO & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWF 21.71% ETF 1.19% -0.57% 1 8%
VBK 15.08% ETF 3.1% -0.13% 6 1%
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BALASA DINVERNO & Founders and Key Employees

Name Title In Position Since
Mark E. Balasa Co-Chief Executive Officer June-2001
Armond A. Dinverno Co-Chief Executive Officer, President, Treasurer June-2001
Michael C. Foltz Vice President,Chief Compliance Officer, Secretary June-2001

BALASA DINVERNO & Brokers, Custodians, Auditors and Administrators

Type Company

BALASA DINVERNO & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Currently, BDF recommends that clients primarily allocate investment management assets among one or more of the following various securities: individual equities, individual fixed income, mutual funds and exchange-traded funds and other exchange-traded products on a discretionary basis in accordance with the investment objectives of the client as set forth in an Investment Policy Statement prepared by BDF for review and acceptance by the client. BDF employs fundamental and technical analyses to formulate investment advice. BDF does not have any proprietary investment products and, accordingly, does not invest any client funds in such investments.

A. Fundamental Analysis. Fundamental analysis of a business involves analyzing its income statement, financial statements and health, its management and competitive advantages, and its competitors and markets. Fundamental analysis school of thought...
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BALASA DINVERNO & Portfolio Concentration

BALASA DINVERNO & Location

500 PARK BOULEVARD
SUITE 1400
ITASCA, Illinois
UNITED STATES, 60143

BALASA DINVERNO & Contact Information

Phone Number: 630-875-4900
Fax Number: 630-875-1150
Website:

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