JOHNSON INVESTMENT Overview
Johnson Investment Counsel Inc is an investment advisor that manages 8.7 BN dollars in regulatory AUM and has 105 employees, of which 58 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 7BN in positions, representing 77% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 7BN in positions, representing 77% of the manager's regulatory AUM.
JOHNSON INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JOHNSON INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 6.85% | ETF | 11.02% | -0.01% | 0 | 0% | ||
| PG | 4.49% | Cons. Staples | 6.36% | 0.03% | 0 | 0% | ||
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FEATURED IN
JOHNSON INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dale H. Coates | Owner/Director | October-2001 |
| Timothy E. Johnson | Chairmain Of The Board | October-2001 |
| Scott F. Muhlhauser | Owner/Director | October-2001 |
| Stephen L. Simendinger | Owner | October-2001 |
| Scott J. Bischoff | Chief Compliance Officer/Owner | April-2005 |
| Bret H. Parrish | Owner/Director | February-2012 |
| Jason O. Jackman | President, Chief Investment Officer, Owner/Director | March-2012 |
JOHNSON INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JOHNSON INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you.
9
©2012 National Compliance Services 800-800-3204
• Fundamental Analysis - involves analyzing a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Quantitative Analysis - investments are selected for the portfolio using a multi-factor quantitative approach to screen for appropriate investment opportunities. These quantitative factors may simply serve as inputs to the overall process or a more disciplined quantitative approach may
be followed.
• Asset Allocation Strategy -...
Unlock Full Investment Process Description
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you.
9
©2012 National Compliance Services 800-800-3204
• Fundamental Analysis - involves analyzing a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Quantitative Analysis - investments are selected for the portfolio using a multi-factor quantitative approach to screen for appropriate investment opportunities. These quantitative factors may simply serve as inputs to the overall process or a more disciplined quantitative approach may
be followed.
• Asset Allocation Strategy -...
Unlock Full Investment Process Description
JOHNSON INVESTMENT Portfolio Concentration
JOHNSON INVESTMENT Location
3777 WEST FORK ROAD
CINCINNATI, Ohio
UNITED STATES, 45247
CINCINNATI, Ohio
UNITED STATES, 45247
JOHNSON INVESTMENT Contact Information
Phone Number: 513-661-3100
Fax Number: 513-661-3160
Website: null
Fax Number: 513-661-3160
Website: null
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