FIDUCIARY MANAGEMENT Overview

Fiduciary Management Associates Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 18 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 03/31/16. The fund's latest filing disclosed 2BN in positions, representing 91% of the manager's regulatory AUM.

FIDUCIARY MANAGEMENT StockAlpha

-1.7%
Top 25%
3yr StockAlpha Register for more...

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

FIDUCIARY MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

FIDUCIARY MANAGEMENT Founders and Key Employees

Name Title In Position Since
Kathryn A. Vorisek Sr Managing Dir., Cio, Manager Member, Class A Shares December-2002
David J. Meyer Managing Director, Coo, Member, Class B Shares December-2002
Lloyd J. Spicer Managing Director, Portfolio Mgr., Member, Class B Shares December-2002
Candice L. Melcher Managing Director, Chief Compliance Officer, Member, Class C Shares July-2005
Leo Harmon Managing Director, Portfolio Mgr.,Member, Class C Shares June-2007
Andrew S. Hadland Managing Director, Research Analyst, Member, Class C Shares June-2007
Eric J. Welt Managing Director, Business Development & Client Service March-2013

FIDUCIARY MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

FIDUCIARY MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss).

Soft Dollars

FMA obtains investment research products and services via soft dollar arrangements, including commission sharing arrangements, with brokers. A soft dollar arrangement is one in which a broker provides an adviser with research or other services and products in return for commission dollars paid for executing securities transactions on client accounts, rather than charging the manager a separate fee for the services or products. When FMA uses soft dollars to obtain research or other products or services, FMA receives a benefit because it does not have to pay out of pocket for such expenditures.

In any arrangement that includes soft dollar payments, commission rates are generally higher than rates otherwise available for "execution only" service. SEC regulations under §28(e) of the Securities Exchange Act of 1934 allow and provide a safe harbor under certain conditions for an adviser to ...
Unlock Full Investment Process Description

FIDUCIARY MANAGEMENT Portfolio Concentration

FIDUCIARY MANAGEMENT Location

55 WEST MONROE STREET
SUITE 2550
CHICAGO, Illinois
UNITED STATES, 60603-5093

FIDUCIARY MANAGEMENT Contact Information

Phone Number: 312-930-6850
Fax Number: 312-641-2511
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A