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 09/30/19. The fund's latest filing disclosed 864MM in positions, representing 27% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 09/30/19. The fund's latest filing disclosed 864MM in positions, representing 27% of the manager's regulatory AUM.
BALASA DINVERNO & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BALASA DINVERNO & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWF | 15.59% | ETF | 16.15% | 0.43% | 0 | 7% | ||
| VBK | 12.22% | ETF | 12.82% | -0.01% | 4 | 2% | ||
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FEATURED IN
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 |
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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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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...
Unlock Full Investment Process Description
BALASA DINVERNO & Portfolio Concentration
BALASA DINVERNO & Location
500 PARK BOULEVARD
SUITE 1400
ITASCA, Illinois
UNITED STATES, 60143
SUITE 1400
ITASCA, Illinois
UNITED STATES, 60143
BALASA DINVERNO & Contact Information
Phone Number: 630-875-4900
Fax Number: 630-875-1150
Website: http://www.bdfllc.com
Fax Number: 630-875-1150
Website: http://www.bdfllc.com
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