CAMPBELL NEWMAN ASSET Overview

Campbell Newman Asset Management Inc is an investment advisor that manages 567.9 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 567MM in positions, representing 100% of the manager's regulatory AUM.

CAMPBELL NEWMAN ASSET StockAlpha

-0.4%
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

CAMPBELL NEWMAN ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IFF 6.31% Materials -12.81% -1.2% 1 4%
MSFT 4.64% Tech 7.26% 0.29% 0 36%
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FEATURED IN
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CAMPBELL NEWMAN ASSET Founders and Key Employees

Name Title In Position Since
Mary C. Brown Director And President May-2003
Thomas H. Bolgert Vice President April-2002
Rimas M. Milaitis Director Of Research May-2008
Robin J. Harrison Chief Compliance Officer February-2010

CAMPBELL NEWMAN ASSET Brokers, Custodians, Auditors and Administrators

Type Company

CAMPBELL NEWMAN ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Philosophy and Methods of Analysis

CNAM manages two equity strategies: Large Cap Dividend Growth and Large Cap Growth. Client accounts in each strategy are generally managed in accordance with a model maintained by CNAM’s Investment Committee. CNAM’s core investment philosophy when managing its Large Cap Growth strategy is that earnings growth drives stock prices. When managing its Large Cap Dividend Growth strategy, CNAM’s core investment philosophy is a belief that a company’s dividend policy is tangible evidence of management’s confidence in future earnings growth. CNAM’s research process is independent and bottom-up. In each strategy, CNAM's security analysis methods include, but are not limited to, fundamental analysis (evaluating securities based upon its historical and projected financial performance) and, to a much lesser degree, technical analysis (examining technical moves in...
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CAMPBELL NEWMAN ASSET Portfolio Concentration

CAMPBELL NEWMAN ASSET Location

4425 N. PORT WASHINGTON ROAD
SUITE 402
GLENDALE, Wisconsin
UNITED STATES, 53212

CAMPBELL NEWMAN ASSET Contact Information

Phone Number: 414-908-6670
Fax Number: 262-243-7200
Website:

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