CUTTER & COMPANY Overview

Cutter & Company Brokerage Inc. is an investment advisor that manages 500.5 MM dollars in regulatory AUM and has 45 employees, of which 34 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 229MM in positions, representing 46% of the manager's regulatory AUM.

CUTTER & COMPANY StockAlpha

-1.6%
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

CUTTER & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 5.02% Financials 10.33% -0.23% 0 28%
KW 3.15% Financials -9.31% -0.87% 1 6%
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FEATURED IN
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CUTTER & COMPANY Founders and Key Employees

Name Title In Position Since
William Louis Meyer President August-1988
Deborah Marie Castiglioni Ceo, Vice President, Co-Chief Compliance Officer August-1988
Nancy L Richter Co-Chief Compliance Officer - Bd September-2011

CUTTER & COMPANY Brokers, Custodians, Auditors and Administrators

Type Company

CUTTER & COMPANY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The C&C Advisory Program provides access to a wide variety of investment strategies and styles. Individual, customized asset management, asset allocation and model portfolios are available. The specific program that is chosen will determine the types of investments that are used (i.e. stocks, bonds, ETFs, etc.), strategy (i.e. international, fixed income, tax managed, etc.) and style (i.e. value, growth, passive, active, etc.).

A variety of informational resources are used to perform the security analysis, again dependent on the manager and respective program that is chosen. C&C Financial Advisors may use fundamental and/or technical methodologies and may subscribe to information providers that focus on those areas (i.e. Dorsey Wright may be used to help analyze a stock or mutual fund from a technical perspective. Alternatively, Morningstar may be used to focus more on the fundamentals of a particula...
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CUTTER & COMPANY Portfolio Concentration

CUTTER & COMPANY Location

15415 CLAYTON ROAD
BALLWIN, Missouri
UNITED STATES, 63011

CUTTER & COMPANY Contact Information

Phone Number: 636-537-8770
Fax Number: 636-537-8779
Website:

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