LODESTAR INVESTMENT Overview

Lodestar Investment Counsel Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 727MM in positions, representing 64% of the manager's regulatory AUM.

LODESTAR INVESTMENT StockAlpha

-1.9%
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

LODESTAR INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.64% Tech 3.56% 0.22% 0 36%
JNJ 3.62% Health -4.57% -0.02% 0 34%
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FEATURED IN
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LODESTAR INVESTMENT Founders and Key Employees

Name Title In Position Since
Robert H. Dearborn Co-President And Managing Director April-2012
Peter W. Flanzer Co-President And Managing Director April-2012
Kimberly A. Geary Vice President And Chief Compliance Officer April-2004

LODESTAR INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

LODESTAR INVESTMENT Investment Strategy

LODESTAR INVESTMENT Portfolio Concentration

LODESTAR INVESTMENT Location

150 S. WACKER DRIVE
SUITE 3050
CHICAGO, Illinois
UNITED STATES, 60606

LODESTAR INVESTMENT Contact Information

Phone Number: 312-630-9666
Fax Number: 312-630-9669
Website:

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