GREAT LAKES ADVISORS Overview

Great Lakes Advisors Llc is an investment advisor that manages 6.4 BN dollars in regulatory AUM and has 66 employees, of which 30 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 58% of the manager's regulatory AUM.

GREAT LAKES ADVISORS StockAlpha

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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

GREAT LAKES ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.44% Tech -2.29% 0.01% 0 42%
MSFT 2.3% Tech 3.56% 0.14% 0 36%
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FEATURED IN
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GREAT LAKES ADVISORS Founders and Key Employees

Name Title In Position Since
Elliott J. Silver Chief Compliance Officer October-2004
John S. Lillard Manager November-2008
Stanley R. Weinberger Manager November-2008
Bert A. Getz Manager November-2008
Thomas P. Zidar Manager Chairman November-2008
Thomas M. Paulus Chief Financial Officer March-2007
Scott K. Heitmann Manager November-2008
Marla F. Glabe Manager October-2009
Thomas R. Kiley Manager & Chief Executive Officer July-2011
Edward J. Calkins Manager & Sr. Managing Director July-2011
Stephen W. Rost Manager & Sr. Managing Director July-2011
Timothy A. Schlindwein Manager July-2011
Roberta L. Cramer Managing Director Of Institutional Operations July-2011
Croft W. James Manager July-2012
Heather M. Ludlum Managing Director January-2013
Thomas J. Turner Managing Director January-2013
Paul C. Carlisle Manager March-2014

GREAT LAKES ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

GREAT LAKES ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


13
Asset Allocation

The investment philosophy and process at the Adviser is based upon certain fundamental principles that have been developed and tested extensively both by practitioners and academics, and that have dictated the evolution of the asset management industry over the years. These principles are:
1. Diversification is critical to reduce risk and build more efficient portfolios. Simply stated, as more diverse securities are added to a portfolio the risk of the portfolio goes down. Generally, an individual asset’s impact on the overall variance of the portfolio is to reduce it, since securities are not perfectly correlated. This means that one can achieve better risk adjusted returns by building diversified portfolios.
2. There is a trade-off between risk and return. In general, higher expected returns are
accompanied by higher risk so that, on average and ov...
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GREAT LAKES ADVISORS Portfolio Concentration

GREAT LAKES ADVISORS Location

231 S. LASALLE STREET
4TH FLOOR
CHICAGO, Illinois
UNITED STATES, 60606

GREAT LAKES ADVISORS Contact Information

Phone Number: 312-431-1700
Fax Number: 312-431-0704
Website:

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