FOSTER & MOTLEY INC Overview
Foster & Motley Inc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 29 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 12/31/19. The fund's latest filing disclosed 798MM in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 12/31/19. The fund's latest filing disclosed 798MM in positions, representing 79% of the manager's regulatory AUM.
FOSTER & MOTLEY INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FOSTER & MOTLEY INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| FNDF | 4.07% | ETF | -8.82% | -0.25% | 2 | 0% | ||
| EFAV | 3.65% | ETF | -4.28% | -0.08% | 0 | 1% | ||
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FEATURED IN
FOSTER & MOTLEY INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David A. Foster | Shareholder & Director | January-1997 |
| William M. Motley | Chairman, Shareholder & Director | January-1997 |
| Ralph J. Scherer | Secretary, Shareholder & Director | December-2001 |
| John A. Melville | Shareholder | March-2003 |
| Paul D. Staubach | President And Treasurer, Shareholder & Director | January-2005 |
| Elizabeth M. Green | Shareholder & Director | January-2006 |
| Lucas P. Hail | Shareholder & Director | January-2006 |
| Lawrence J. Bernhard | Chief Compliance Officer | January-2011 |
| Anthony R. Luckhardt | Shareholder | January-2012 |
| Thomas J. Guidi | Shareholder & Director | January-2012 |
| David J. Nienaber | Shareholder | January-2015 |
| Zachary T. Horn | Shareholder | January-2015 |
FOSTER & MOTLEY INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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FOSTER & MOTLEY INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Equities
Growth at a Reasonable Price. Most equity managers follow either a “value’’ or “growth”
investment approach. Value investors seek cheap stocks, while growth investors pursue stocks
offering prospects of rapid earnings growth, but each approach has serious flaws. As to value, it is easy to find stocks that are cheap, but most deserve to be so. Warren Buffett compares the ultimate value stock to a cigar butt picked up off the street – very cheap but not really worth very much either. On the other hand, it is also easy to find great growth companies, but they are typically priced accordingly (or well beyond) and often prove to be risky when earnings disappoint even a little. In contrast, our common-sense, fundamental, core approach has four cornerstones. In stocks we simultaneously seek (1) lower risk through conservative valuation; (2) generous divide...
Unlock Full Investment Process Description
Equities
Growth at a Reasonable Price. Most equity managers follow either a “value’’ or “growth”
investment approach. Value investors seek cheap stocks, while growth investors pursue stocks
offering prospects of rapid earnings growth, but each approach has serious flaws. As to value, it is easy to find stocks that are cheap, but most deserve to be so. Warren Buffett compares the ultimate value stock to a cigar butt picked up off the street – very cheap but not really worth very much either. On the other hand, it is also easy to find great growth companies, but they are typically priced accordingly (or well beyond) and often prove to be risky when earnings disappoint even a little. In contrast, our common-sense, fundamental, core approach has four cornerstones. In stocks we simultaneously seek (1) lower risk through conservative valuation; (2) generous divide...
Unlock Full Investment Process Description
FOSTER & MOTLEY INC Portfolio Concentration
FOSTER & MOTLEY INC Location
7755 MONTGOMERY ROAD
SUITE 100
CINCINNATI, Ohio
UNITED STATES, 45236
SUITE 100
CINCINNATI, Ohio
UNITED STATES, 45236
FOSTER & MOTLEY INC Contact Information
Phone Number: 513-561-6640
Fax Number: 513-272-7527
Website: https://www.fosterandmotley.com
Fax Number: 513-272-7527
Website: https://www.fosterandmotley.com
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