DUDLEY & SHANLEY LLC Overview
Dudley & Shanley Llc is an investment advisor that manages 615.5 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 405MM in positions, representing 66% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 405MM in positions, representing 66% of the manager's regulatory AUM.
DUDLEY & SHANLEY LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DUDLEY & SHANLEY LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| WPM | 10.18% | Materials | 4.26% | 0.29% | 1 | 7% | ||
| SCI | 8.81% | Cons. Disc. | -7.95% | -0.76% | 1 | 5% | ||
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FEATURED IN
DUDLEY & SHANLEY LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Henry C. Dudley | Member And Co-Manager | February-1986 |
| Frank E. Shanley | Member And Co-Manager And Chief Compliance Officer | February-1986 |
DUDLEY & SHANLEY LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
DUDLEY & SHANLEY LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Philosophy There are in use today a great many investment techniques, including, among many others, fundamental analysis, technical analysis, market timing, momentum investing, value investing, regional investing, asset allocation, investing in small, medium or large capitalization stocks, contrarian opinion investing and indexing to simulate certain market averages. The Firm believes that, except for indexing, any one or several of these techniques may be useful in identifying an opportunity at any given time, so that no one term would serve adequately to describe our investment techniques. Further, the prevailing notion that an asset manager should never alter the investment style by which it describes itself is one with which the Firm disagrees.
The Firm believes that, in recent years, long-term-oriented and fundamentally-based securities research has been de-emphasized as a method of ...
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Investment Philosophy There are in use today a great many investment techniques, including, among many others, fundamental analysis, technical analysis, market timing, momentum investing, value investing, regional investing, asset allocation, investing in small, medium or large capitalization stocks, contrarian opinion investing and indexing to simulate certain market averages. The Firm believes that, except for indexing, any one or several of these techniques may be useful in identifying an opportunity at any given time, so that no one term would serve adequately to describe our investment techniques. Further, the prevailing notion that an asset manager should never alter the investment style by which it describes itself is one with which the Firm disagrees.
The Firm believes that, in recent years, long-term-oriented and fundamentally-based securities research has been de-emphasized as a method of ...
Unlock Full Investment Process Description
DUDLEY & SHANLEY LLC Portfolio Concentration
DUDLEY & SHANLEY LLC Location
205 WORTH AVENUE
#311
PALM BEACH, Florida
UNITED STATES, 33480
#311
PALM BEACH, Florida
UNITED STATES, 33480
DUDLEY & SHANLEY LLC Contact Information
Phone Number: 561-855-4742
Fax Number: 561-855-4784
Website: https://www.dudleyshanley.com
Fax Number: 561-855-4784
Website: https://www.dudleyshanley.com
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