FIDUCIARY MANAGEMENT Overview
Fiduciary Management Inc is an investment advisor that manages 22 BN dollars in regulatory AUM and has 20 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 11BN in positions, representing 52% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 11BN in positions, representing 52% of the manager's regulatory AUM.
FIDUCIARY MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
FIDUCIARY MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 5.6% | Financials | 3.76% | -0.5% | 0 | 34% | ||
| UNH | 4.7% | Health | 24.25% | 0.17% | 0 | 27% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
FIDUCIARY MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ted D. Kellner | Executive Chairman | October-2010 |
| John Brandser | President, Chief Operating Officer, Chief Compliance Officer, Secretary | October-2010 |
| Patrick J. English | Chief Executive Officer, Chief Investment Officer | October-2010 |
| Bladen J. Burns | Senior Vice President | September-2002 |
| Jessica P. Taske | Vice President | August-2011 |
FIDUCIARY MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FIDUCIARY MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss 6
Item 8 ...
Unlock Full Investment Process Description
Item 8 ...
Unlock Full Investment Process Description
FIDUCIARY MANAGEMENT Portfolio Concentration
FIDUCIARY MANAGEMENT Location
100 EAST WISCONSIN AVENUE
SUITE 2200
MILWAUKEE, Wisconsin
UNITED STATES, 53202
SUITE 2200
MILWAUKEE, Wisconsin
UNITED STATES, 53202
FIDUCIARY MANAGEMENT Contact Information
Phone Number: 414-226-4545
Fax Number: 414-226-4522
Website: http://www.fiduciarymgt.com
Fax Number: 414-226-4522
Website: http://www.fiduciarymgt.com
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