CLS INVESTMENTS LLC Overview

Cls Investments Llc is an investment advisor that manages 7.6 BN dollars in regulatory AUM and has 94 employees, of which 50 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 32% of the manager's regulatory AUM.

CLS INVESTMENTS LLC StockAlpha

-4.1%
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

CLS INVESTMENTS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QUAL 5.64% ETF 1.01% -0.06% 1 1%
VIG 4.05% ETF 1.33% -0.03% 2 6%
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FEATURED IN
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CLS INVESTMENTS LLC Founders and Key Employees

Name Title In Position Since
Brian S. Nielsen Secretary September-2001
Scott R. Kubie Vice President/Chief Strategist February-2003
Todd P. Clarke Ceo/Elected Manager February-2005
Mark D. Applegarth Treasurer/Chief Financial Officer October-2006
John R. Vanneman Chief Investment Officer September-2012
Ryan B. Beach President September-2012
Kylee M. Beach General Counsel November-2012
Michael W. Forker Chief Compliance Officer May-2014
Eric R. Clarke Elected Manager April-2015
Michael R. Burns Elected Manager April-2015
Todd R. Crockett Elected Manager April-2015
Clara E. Maddox Elected Manager April-2015

CLS INVESTMENTS LLC Brokers, Custodians, Auditors and Administrators

Type Company

CLS INVESTMENTS LLC Investment Strategy

CLS INVESTMENTS LLC Portfolio Concentration

CLS INVESTMENTS LLC Location

17605 WRIGHT STREET
OMAHA, Nebraska
UNITED STATES, 68130

CLS INVESTMENTS LLC Contact Information

Phone Number: 402-493-3313
Fax Number: 402-493-2811
Website:

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