OARSMAN CAPITAL INC. Overview
Oarsman Capital Inc. is an investment advisor that manages 264.2 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 12/31/20. The fund's latest filing disclosed 257MM in positions, representing 97% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 12/31/20. The fund's latest filing disclosed 257MM in positions, representing 97% of the manager's regulatory AUM.
OARSMAN CAPITAL INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OARSMAN CAPITAL INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPYG | 4.6% | ETF | 2.26% | -0.12% | 0 | 1% | ||
| AAPL | 4.02% | Tech | -5.39% | -0.37% | 0 | 52% | ||
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FEATURED IN
OARSMAN CAPITAL INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert W. Phelps | President | September-2000 |
| Alan L. Purintun | Vice President And Chief Compliance Officer | September-2000 |
| Thomas H. Nackers | Owner | December-2008 |
| Gerald W. Nackers | Owner | December-2008 |
OARSMAN CAPITAL INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
OARSMAN CAPITAL INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
OCI's security analysis methods include, but are not limited to, fundamental analysis (evaluating securities based upon their historical and projected financial performance); technical analysis (examining technical moves in the price of an issue based upon peer securities or comparisons to an investment sector or index); cyclical analysis (determining the desirability of an issue based upon the status of an issue within the price cycle the security or similar securities have followed historically); and charting analysis (using charts to track individual security or market movements over time).
OCI's main sources of information include, but are not limited to, financial data services/websites, newspapers and magazines, research materials prepared by others, company financial reports, and corporate rating services.
Also, see Item 4 above for a more detailed explanation of the services provided by the f...
Unlock Full Investment Process Description
OCI's security analysis methods include, but are not limited to, fundamental analysis (evaluating securities based upon their historical and projected financial performance); technical analysis (examining technical moves in the price of an issue based upon peer securities or comparisons to an investment sector or index); cyclical analysis (determining the desirability of an issue based upon the status of an issue within the price cycle the security or similar securities have followed historically); and charting analysis (using charts to track individual security or market movements over time).
OCI's main sources of information include, but are not limited to, financial data services/websites, newspapers and magazines, research materials prepared by others, company financial reports, and corporate rating services.
Also, see Item 4 above for a more detailed explanation of the services provided by the f...
Unlock Full Investment Process Description
OARSMAN CAPITAL INC. Portfolio Concentration
OARSMAN CAPITAL INC. Location
759 NORTH MILWAUKEE STREET
MILWAUKEE, Wisconsin
UNITED STATES, 53202
MILWAUKEE, Wisconsin
UNITED STATES, 53202
OARSMAN CAPITAL INC. Contact Information
Phone Number: 414-221-0081
Fax Number: 414-221-0057
Website: http://www.investmentdesigners.com
Fax Number: 414-221-0057
Website: http://www.investmentdesigners.com
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Disclaimer
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