LSV ASSET MANAGEMENT Overview

Lsv Asset Management is an investment advisor that manages 89 BN dollars in regulatory AUM and has 39 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 51BN in positions, representing 57% of the manager's regulatory AUM.

LSV ASSET MANAGEMENT StockAlpha

+1.4%
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

LSV ASSET MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 2.59% Health -5.39% -0.03% 1 34%
PFE 2.35% Health -7.74% -0.06% 1 34%
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FEATURED IN
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LSV ASSET MANAGEMENT Founders and Key Employees

Name Title In Position Since
Josef N. Lakonishok Ceo, Cio October-1994
Joshua P. O'Donnell Chief Compliance Officer December-2013
Kevin T. Phelan Chief Operating Officer November-2013

LSV ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

LSV ASSET MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


LSV is a value equity manager employing a proprietary quantitative process to evaluate individual stocks and construct portfolios.


The portfolio decision making process is quantitative and driven by (1) a proprietary model that ranks securities based on fundamental measures of value, past performance and indicators of recent positive changes and (2) a risk control process that controls for residual risk relative to a benchmark. All investment decisions are implemented using the quantitative model by the portfolio management team of Josef Lakonishok, Menno Vermeulen, Puneet Mansharamani, Greg Sleight and Guy Lakonishok. Jason Karceski, also a member of the portfolio management team, focuses on the management of LSV’s managed volatility portfolios.


Stocks are evaluated on three blocks of variables in order to arrive at an overall ranking for each stock in the universe. The first bloc...
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LSV ASSET MANAGEMENT Portfolio Concentration

LSV ASSET MANAGEMENT Location

155 NORTH WACKER DRIVE
SUITE 4600
CHICAGO, Illinois
UNITED STATES, 60606

LSV ASSET MANAGEMENT Contact Information

Phone Number: 312-460-2443
Fax Number: 312-220-9241
Website:

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