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 09/30/16. The fund's latest filing disclosed 196MM in positions, representing 74% of the manager's regulatory AUM.

OARSMAN CAPITAL INC. StockAlpha

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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

OARSMAN CAPITAL INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GE 2.86% Industrials 5.81% -0.05% 0 34%
KSS 2.74% Cons. Disc. 26.22% 0.68% 0 8%
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FEATURED IN
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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...
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OARSMAN CAPITAL INC. Portfolio Concentration

OARSMAN CAPITAL INC. Location

759 NORTH MILWAUKEE STREET
MILWAUKEE, Wisconsin
UNITED STATES, 53202

OARSMAN CAPITAL INC. Contact Information

Phone Number: 414-221-0081
Fax Number: 414-221-0057
Website:

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