OPUS CAPITAL GROUP LLC Overview

Opus Capital Group Llc is an investment advisor that manages 916 MM dollars in regulatory AUM and has 14 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 484MM in positions, representing 53% of the manager's regulatory AUM.

OPUS CAPITAL GROUP LLC StockAlpha

-0.2%
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

OPUS CAPITAL GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VYM 7.92% ETF 2.76% 0.1% 1 2%
VOO 3.25% ETF 1.54% -0% 0 2%
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FEATURED IN
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OPUS CAPITAL GROUP LLC Founders and Key Employees

Name Title In Position Since
Jakki L. Haussler Chairman And Ceo January-1996
Leonard A. Haussler President January-1996
Kevin P. Whelan Vice President January-1999
Joseph P. Condren Chief Operating Officer And Chief Compliance Officer February-2005
Jonathon M. Detter Vice President January-2007

OPUS CAPITAL GROUP LLC Brokers, Custodians, Auditors and Administrators

Type Company

OPUS CAPITAL GROUP LLC Investment Strategy

Item 8 – Analysis and Strategy


Analysis Methods

In formulating the investment advice we offer our clients and in managing their assets, we rely upon fundamental research regarding the individual securities we recommend for investment. We utilize publicly available information such as company filings with the Securities and Exchange Commission and financial newspapers and magazines, as well as proprietary sources such as Factset, Bloomberg, Morningstar, Zacks, etc.

In the case of each of our Equity Products, we buy and sell individual equity securities based upon our ongoing research, consistent with each product’s targeted investment category, which may include either small-capitalization or mid-capitalization stocks, or both, or stocks with value orientation.

In the case of our Wealth Management clients, we utilize an asset allocation strategy which we implement through investments in mutual funds, exchange-traded funds and sometimes indivi...
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OPUS CAPITAL GROUP LLC Portfolio Concentration

OPUS CAPITAL GROUP LLC Location

221 EAST 4TH STREET
SUITE 2700
CINCINNATI, Ohio
UNITED STATES, 45202

OPUS CAPITAL GROUP LLC Contact Information

Phone Number: 513-621-6787
Fax Number: 513-639-3072
Website:

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