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 03/31/23. The fund's latest filing disclosed 86MM in positions, representing 77% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 86MM in positions, representing 77% of the manager's regulatory AUM.
BANTA ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BANTA ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| QQQ | 25.48% | ETF | 10.46% | 1.17% | 0 | 20% | ||
| VOO | 23.96% | ETF | 5.04% | 0.01% | 0 | 19% | ||
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FEATURED IN
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
...
Unlock Full Investment Process Description
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
...
Unlock Full Investment Process Description
BANTA ASSET Portfolio Concentration
BANTA ASSET Location
517 30TH STREET
NEWPORT BEACH, California
UNITED STATES, 92663
NEWPORT BEACH, California
UNITED STATES, 92663
BANTA ASSET Contact Information
Phone Number: 949-673-9944
Fax Number: 949-673-9955
Website: null
Fax Number: 949-673-9955
Website: null
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