COMPASS CAPITAL Overview

Compass Capital Management Inc is an investment advisor that manages 819.3 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 512MM in positions, representing 62% of the manager's regulatory AUM.

COMPASS CAPITAL StockAlpha

+0.3%
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

COMPASS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ITW 4.49% Industrials 5.79% -0.15% 0 15%
ACN 4.47% Tech 0.68% -0.02% 0 17%
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FEATURED IN
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COMPASS CAPITAL Founders and Key Employees

Name Title In Position Since
Charles Kelley Principal/Founder August-1988
Leigh Niebuhr Senior Portfolio Manager & Chief Compliance Officer January-2013
J. J. Schlick Managing Member/Cco January-2013

COMPASS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

COMPASS CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis. Our common stock strategy focuses on identifying attractive growth companies through fundamental research and specific valuation criteria. Computerized screening methodologies, as well as ideas from external research sources, are used to select a universe of purchase candidates. Fundamental factors are weighed and valuation disciplines applied to identify new purchases and sales and to reaffirm current holdings. Identifying and
positioning for longer term social and economic trends in investments is of importance. Cyclical factors play some role in timing of selections. Technical analysis plays only a minor role. Fixed income securities are purchased based on credit research from internal and external sources. Portfolios using individual bonds are structured using a “laddered” approach, allocating approximately equal numbers of dollars to each year of a maturity schedule. Exter...
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COMPASS CAPITAL Portfolio Concentration

COMPASS CAPITAL Location

400 BAKER BLDG
706 2ND AVE SOUTH
MINNEAPOLIS, Minnesota
UNITED STATES, 55402

COMPASS CAPITAL Contact Information

Phone Number: 612-338-4051
Fax Number: 612-339-1304
Website:

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