BROADVIEW ADVISORS Overview

Broadview Advisors Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 11 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/03 to 09/30/16. The fund's latest filing disclosed 706MM in positions, representing 64% of the manager's regulatory AUM.

BROADVIEW ADVISORS StockAlpha

-2.9%
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

BROADVIEW ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ISIL 3.09% Tech 2.1% 0.01% 0 6%
MTG 3.07% Financials 27.13% 0.07% 1 7%
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FEATURED IN
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BROADVIEW ADVISORS Founders and Key Employees

Name Title In Position Since
Richard E. Lane President, Manager And Member February-2001
Owen L. Hill Vice President And Chief Compliance Officer October-2004
Faraz Farzam Portfolio Manager And Member February-2001
Aaron J. Garcia Portfolio Manager And Member November-2003
Richard J. Whiting Manager Of Trading Department, Portfolio Manager And Member February-2001

BROADVIEW ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

BROADVIEW ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Broadview specializes in equity investment management strategies, focusing on core growth strategies through bottom-up fundamental research analysis. We are opportunistic, special situation investors. We believe that companies of all sizes and characteristics are periodically mispriced for a variety of reasons. We believe that repeatedly applying our time-tested investment process, along with a valuation sensitive sell discipline, yields the best opportunity for superior risk-adjusted returns over a market cycle. We use our Five Pillar Analysis to determine if a company will be added to a client’s portfolio based on the following criteria:

(1) Strong Business Traits: High level of recurring revenue, return on investment capital, controllable destiny.

(2) Defendable Market Niche: Strategic value, barriers to entry, difficult to duplicate.

(3) Attr...
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BROADVIEW ADVISORS Portfolio Concentration

BROADVIEW ADVISORS Location

330 EAST KILBOURN AVENUE
SUITE 1475
MILWAUKEE, Wisconsin
UNITED STATES, 53202

BROADVIEW ADVISORS Contact Information

Phone Number: (414) 918-3900
Fax Number: (414) 434-3984
Website:

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