BANTA ASSET Overview

Banta Asset Management Lp is an investment advisor that manages 111.2 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/15. The fund's latest filing disclosed 59MM in positions, representing 53% of the manager's regulatory AUM.

BANTA ASSET StockAlpha

-6.1%
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

BANTA ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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BANTA ASSET Founders and Key Employees

Name Title In Position Since
Stephen M. Banta Chief Compliance Officer June-2004
Michael B. Banta Limited Partner June-2004

BANTA ASSET Brokers, Custodians, Auditors and Administrators

Type Company

BANTA ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

General Investment Strategies

Banta’s general investment strategy is to seek real capital growth proportionate with the level of risk the client is willing to take. Banta treats each client account uniquely. Banta typically considers the client’s investment objectives, age, sophistication, time horizon, risk tolerance, and any special considerations and/or restrictions the client chooses to place on the management of the account.

Banta will then select investments/make recommendations that we feel are consistent with the client’s objectives. Banta selects categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. Different instruments involve different levels of exposure to risk. Since Banta treats each client account uniquely, client portfolios with a similar investment

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BANTA ASSET Portfolio Concentration

BANTA ASSET Location

517 30TH STREET
NEWPORT BEACH, California
UNITED STATES, 92663

BANTA ASSET Contact Information

Phone Number: 949-673-9944
Fax Number: 949-673-9955
Website:

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