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 09/30/21. The fund's latest filing disclosed 441MM in positions, representing 48% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 09/30/21. The fund's latest filing disclosed 441MM in positions, representing 48% of the manager's regulatory AUM.
OPUS CAPITAL GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OPUS CAPITAL GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 19.59% | ETF | 8.92% | -0.02% | 0 | 13% | ||
| BND | 9% | ETF | -0.01% | -0.29% | 0 | 4% | ||
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FEATURED IN
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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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...
Get the Full Report
OPUS CAPITAL GROUP LLC Portfolio Concentration
OPUS CAPITAL GROUP LLC Location
221 EAST 4TH STREET
SUITE 2700
CINCINNATI, Ohio
UNITED STATES, 45202
SUITE 2700
CINCINNATI, Ohio
UNITED STATES, 45202
OPUS CAPITAL GROUP LLC Contact Information
Phone Number: 513-621-6787
Fax Number: 513-639-3072
Website: http://opus.capital/
Fax Number: 513-639-3072
Website: http://opus.capital/
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