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 09/30/19. The fund's latest filing disclosed 8BN in positions, representing 293% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 8BN in positions, representing 293% of the manager's regulatory AUM.
FULLER & THALER ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FULLER & THALER ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ISBC | 3.05% | Financials | 4.9% | -0.08% | 14 | 0% | ||
| KEY | 2.43% | Financials | 9.17% | -0.03% | 1 | 16% | ||
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FEATURED IN
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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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
SUITE 300
SAN MATEO, California
UNITED STATES, 94402
FULLER & THALER ASSET Contact Information
Phone Number: 650-931-1500
Fax Number: 650-931-1501
Website: http://www.fullerthaler.com
Fax Number: 650-931-1501
Website: http://www.fullerthaler.com
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