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 09/30/16. The fund's latest filing disclosed 518MM in positions, representing 51% of the manager's regulatory AUM.

FOSTER & MOTLEY INC 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

FOSTER & MOTLEY INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EFAV 3.81% ETF -9.06% -0.4% 0 3%
FNDE 2.53% ETF 0.67% -0.03% 3 0%
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FEATURED IN
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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

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...
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FOSTER & MOTLEY INC Portfolio Concentration

FOSTER & MOTLEY INC Location

7755 MONTGOMERY ROAD
SUITE 100
CINCINNATI, Ohio
UNITED STATES, 45236

FOSTER & MOTLEY INC Contact Information

Phone Number: 513-561-6640
Fax Number: 513-272-7527
Website:

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