NETOLS ASSET Overview

Netols Asset Management Inc. is an investment advisor that manages 963.7 MM dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 451MM in positions, representing 47% of the manager's regulatory AUM.

NETOLS ASSET StockAlpha

-1.3%
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

NETOLS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SUI 2.33% Financials -5.67% -0.46% 0 5%
FICO 2.29% Tech -1.94% -0.09% 0 4%
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FEATURED IN
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NETOLS ASSET Founders and Key Employees

Name Title In Position Since
Jeffrey W. Netols President, Treasurer, Secretary January-2001
Kathleen A. Daley Chief Compliance Officer April-2015

NETOLS ASSET Brokers, Custodians, Auditors and Administrators

Type Company

NETOLS ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Philosophy

At NAM, we dedicate our time and resources to the management of one strategy, the Small Cap Value Equity Product. As such, our investment philosophy is endemic to the overall organization and is based on a rigorous fundamental, bottom‐up research process. With an emphasis on market inefficiencies and under‐followed areas in the market, stock selection reflects our belief that:

Through rigorous, fundamental research in under‐followed small cap value companies, we believe it is possible to identify "change factors" in an operational, financial, organizational and external environment which will lead to outperformance.

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We believe that we will continue to be successful with this process in the future because the very nature of change – including operational, financial, organizational, or external change – is endemic to all organizations and business marke...
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NETOLS ASSET Portfolio Concentration

NETOLS ASSET Location

1045 W. GLEN OAKS LANE
SUITE 202
MEQUON, Wisconsin
UNITED STATES, 53092

NETOLS ASSET Contact Information

Phone Number: 262-240-2930
Fax Number: 262-240-2931
Website:

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