JLB & ASSOCIATES INC Overview

Jlb & Associates Inc is an investment advisor that manages 350.1 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 363MM in positions, representing 104% of the manager's regulatory AUM.

JLB & ASSOCIATES INC 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

JLB & ASSOCIATES INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MA 3.81% Tech -0.47% 0.07% 0 25%
MKC 3.58% Cons. Staples -10.48% -0.2% 0 13%
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JLB & ASSOCIATES INC Founders and Key Employees

Name Title In Position Since
James L. Bashaw President, Chief Compliance Officer August-1983
James E. Bashaw Senior Vice President January-2013
Dorothy E. Bashaw Treasurer August-1993
Christopher R. Szydlowski Vice President January-2013

JLB & ASSOCIATES INC Brokers, Custodians, Auditors and Administrators

Type Company

JLB & ASSOCIATES INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Fundamental analysis is employed as the major foundation of common stock selection. Detailed research of economic variables and industry operating results, both historical and forecast, is used to select a universe of two hundred companies. Top priority is placed on selecting high-quality, well-managed companies.

Each common stock in this universe is ranked against the rest based on its expected return, thereby providing useful information for selecting particular investment candidates over others. By dividing the universe into “quartiles”, the uppermost “first quartile” of fifty companies represents the most attractive purchase candidates. Additionally, the ranking is useful in enforcing a “sell discipline”. If a security is included in the “fourth quartile”, it is a candidate for sale.

The broad diversity of securities included among the unive...
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JLB & ASSOCIATES INC Portfolio Concentration

JLB & ASSOCIATES INC Location

44670 ANN ARBOR RD, STE 190
PLYMOUTH, Michigan
UNITED STATES, 48170-4088

JLB & ASSOCIATES INC Contact Information

Phone Number: 734-454-9191
Fax Number: 734-454-9194
Website:

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