JACOBSON & SCHMITT Overview

Jacobson & Schmitt Advisors Llc is an investment advisor that manages 144.7 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 125MM in positions, representing 86% of the manager's regulatory AUM.

JACOBSON & SCHMITT StockAlpha

-4.3%
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

JACOBSON & SCHMITT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCIT 11.98% ETF -4.08% -0.55% 0 2%
PB 5.39% Financials 21.93% 0.04% 0 2%
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FEATURED IN
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JACOBSON & SCHMITT Founders and Key Employees

Name Title In Position Since
Milton A. Jacobson Member And Investment Adviser Representative April-2006
Jason N. Schmitt Member,Chief Compliance Officer And Investment Adviser Representative April-2006
Richard J. Vanden Boogard Member, Investment Advisor Represenative December-2014

JACOBSON & SCHMITT Brokers, Custodians, Auditors and Administrators

Type Company

JACOBSON & SCHMITT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss....................................................... 5

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JACOBSON & SCHMITT Portfolio Concentration

JACOBSON & SCHMITT Location

725 HEARTLAND TRAIL STE 201
MADISON, Wisconsin
UNITED STATES, 53717

JACOBSON & SCHMITT Contact Information

Phone Number: 608-662-7500
Fax Number: 608-662-7518
Website:

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