COGNIOS CAPITAL LLC Overview

Cognios Capital Llc is a hedge fund that manages 315.6 MM dollars in regulatory AUM and has 16 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 350MM in positions, representing 111% of the manager's regulatory AUM.

COGNIOS CAPITAL LLC StockAlpha

+1.5%
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

COGNIOS CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DVA 4.19% Health -2.78% 0.05% 0 12%
VRSN 4.03% Tech 0.14% 0.09% 0 11%
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FEATURED IN
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COGNIOS CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Jonathan C. Angrist President And Chief Investment Officer March-2008
Brian J. Machtley Executive Vice President And Chief Operating Officer November-2010
John G. Brandmeyer Chairman March-2015
Steven K. Braun Chief Financial Officer July-2012
Gary W. Dicenzo Chief Executive Officer March-2015
Kenneth R. Pyle Chief Compliance Officer March-2015
Azure L. Postell Director Of Investor Relations July-2011
Norman G. Tsiguloff Director Of Information Technology September-2012
Stephanie M. Spilker Director Of Finance September-2012
Kerry T. Bush Director Of Business Development February-2013

COGNIOS CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

COGNIOS CAPITAL LLC Investment Strategy

Item 8 - Methods of Analysis, Investment Strategies & Risk of Loss

Methods of Analysis

The discussion in this section applies to all Cognios investment portfolios, including SMAs, the Mutual Fund, the
Private Fund, and the Model Portfolios.

SMA clients should carefully review the account’s investment management agreement for additional information about the account’s investment strategies and risks.

- Potential investors in the Mutual Fund should carefully review the prospectus and other offering documents for additional information on the fund’s investment strategies and risks.

- Potential investors in the Private Fund should carefully review the Memorandum and other offering documents for additional information on the fund’s investment strategies and risks.

- Potential investors in the Model Portfolios should carefully review the investment management agreement and all other documents provided by their indepen...
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COGNIOS CAPITAL LLC Portfolio Concentration

COGNIOS CAPITAL LLC Location

11250 TOMAHAWK CREEK PKWY
LEAWOOD, Kansas
UNITED STATES, 66211

COGNIOS CAPITAL LLC Contact Information

Phone Number: 913-214-5000
Fax Number: DECEMBER
Website:

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