FULLER & THALER ASSET Overview

Fuller & Thaler Asset Managemen is a hedge fund that manages 2.9 BN dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 6BN in positions, representing 210% of the manager's regulatory AUM.

FULLER & THALER ASSET StockAlpha

+1.2%
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

FULLER & THALER ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ISBC 3.75% Financials 17.24% -0.05% 7 1%
BEAV 2.67% Industrials 15.39% 0.13% 3 4%
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FULLER & THALER ASSET Founders and Key Employees

Name Title In Position Since
Russell J. Fuller Board Member/President/Trustee Of Fuller Revocable Trust And Fuller Family Voting Trust April-1993
Richard H. Thaler Board Member/Principal January-1998
Frederick W. Stanske Board Member/Partner/Head Of Domestic Strategies January-1998
Thomas G. Fuller Board Member/Partner/Director Of Marketing & Client Relations May-2000
Hanna W. Zanoni Board Member/Partner/Chief Financial, Chief Legal, And Chief Compliance Officer May-2006
Anne M. Fuller Co-Trustee Of Fuller Revocable Trust May-1998
Daniel Kahneman Board Member Emeritus January-2013
Theodore K. Fuller Shareholder May-2000
Kathryn M. Lingenfelter Shareholder May-2000
Fernando Villegas Board Member/Partner/Director Of Trading November-2009
Raymond Lin Board Member/Partner/Portfolio Manager November-2009
David M. Potter Board Member/Partner/Portfolio Manager November-2009
George E. Stubbins Board Member/Partner/Director Of Marketing & Client Relations January-2013
Raife B. Giovinazzo Board Member/Partner/Director Of Research February-2013

FULLER & THALER ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

FULLER & THALER ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Fuller & Thaler uses both fundamental and quantitative research as methods of analysis for its investment strategies, however, its investment approach does not fall into either the traditional fundamental or quantitative categories. The market anomalies and inefficiencies the firm is trying to capture are based on principles of behavioral finance, which explores how fundamental human psychology sometimes causes market participants to behave differently than what classical economics models predict. Fuller & Thaler believes that while stock markets are efficient most of the time, behavioral anomalies can arise under certain circumstances, resulting in exploitable mis-pricing opportunities.

Fuller & Thaler’s investment philosophy draws upon a large body of academic research in the field of behavioral finance, including the work of scholars such as Kahneman (Director Em...
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FULLER & THALER ASSET Portfolio Concentration

FULLER & THALER ASSET Location

411 BOREL AVENUE
SUITE 300
SAN MATEO, California
UNITED STATES, 94402

FULLER & THALER ASSET Contact Information

Phone Number: 650-931-1500
Fax Number: 650-931-1501
Website:

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