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 12/31/18. The fund's latest filing disclosed 139MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/18. The fund's latest filing disclosed 139MM in positions, representing 96% of the manager's regulatory AUM.
JACOBSON & SCHMITT StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
JACOBSON & SCHMITT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NKE | 6.91% | Cons. Disc. | 14.43% | 0.19% | 0 | 26% | ||
| ECL | 5.81% | Materials | 12.18% | 0.26% | 0 | 10% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
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
...
Unlock Full Investment Process Description
...
Unlock Full Investment Process Description
JACOBSON & SCHMITT Portfolio Concentration
JACOBSON & SCHMITT Location
725 HEARTLAND TRAIL STE 201
MADISON, Wisconsin
UNITED STATES, 53717
MADISON, Wisconsin
UNITED STATES, 53717
JACOBSON & SCHMITT Contact Information
Phone Number: 608-662-7500
Fax Number: 608-662-7518
Website: https://www.jandsadvisors.com
Fax Number: 608-662-7518
Website: https://www.jandsadvisors.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here