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 03/31/23. The fund's latest filing disclosed 11BN in positions, representing 172% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 11BN in positions, representing 172% of the manager's regulatory AUM.
GREAT LAKES ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GREAT LAKES ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| XOM | 1.96% | Energy | -3.45% | 0.02% | 0 | 31% | ||
| MSFT | 1.81% | Tech | 15.47% | 0.11% | 0 | 53% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
GREAT LAKES ADVISORS Portfolio Concentration
GREAT LAKES ADVISORS Location
231 S. LASALLE STREET
4TH FLOOR
CHICAGO, Illinois
UNITED STATES, 60606
4TH FLOOR
CHICAGO, Illinois
UNITED STATES, 60606
GREAT LAKES ADVISORS Contact Information
Phone Number: 312-431-1700
Fax Number: 312-431-0704
Website: null
Fax Number: 312-431-0704
Website: null
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