SATHER FINANCIAL Overview
Sather Financial Group Inc is an investment advisor that manages 423.1 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 550MM in positions, representing 130% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 550MM in positions, representing 130% of the manager's regulatory AUM.
SATHER FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SATHER FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 10.66% | Financials | 7.01% | -0.11% | 0 | 29% | ||
| DIS | 6.51% | Cons. Disc. | 13.31% | 0.82% | 0 | 32% | ||
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FEATURED IN
SATHER FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David S. Sather | President And Chief Compliance Officer | July-1998 |
SATHER FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SATHER FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
18. Research and Investment Decisions
19. Privacy Policy
DEC XA VÉÇáà|àâà|ÉÇ? i|vàÉÜ|t? gxåtá JJLCD
1. Material Changes
This Brochure, dated March 2, 2015, replaces the version dated February 24, 2014. Our last annual amendment was filed
on February 24, 2014. We will provide you with an updated Brochure, as required, based on changes or new information, at any time, without charge.
The following are the key updates since our last annual amendment:
Added language to bring attention to pricing anomalies associated with trading foreign securities—see #11 Fee
Payment
Added language to explain relationship with brokers and potential conflicts of interest—see #12 Investment
Discretion and Brokerage Practices
Added potential conflict of interest language associ...
Unlock Full Investment Process Description
18. Research and Investment Decisions
19. Privacy Policy
DEC XA VÉÇáà|àâà|ÉÇ? i|vàÉÜ|t? gxåtá JJLCD
1. Material Changes
This Brochure, dated March 2, 2015, replaces the version dated February 24, 2014. Our last annual amendment was filed
on February 24, 2014. We will provide you with an updated Brochure, as required, based on changes or new information, at any time, without charge.
The following are the key updates since our last annual amendment:
Added language to bring attention to pricing anomalies associated with trading foreign securities—see #11 Fee
Payment
Added language to explain relationship with brokers and potential conflicts of interest—see #12 Investment
Discretion and Brokerage Practices
Added potential conflict of interest language associ...
Unlock Full Investment Process Description
SATHER FINANCIAL Portfolio Concentration
SATHER FINANCIAL Location
120 E. CONSTITUTION
VICTORIA, Texas
UNITED STATES, 77901
VICTORIA, Texas
UNITED STATES, 77901
SATHER FINANCIAL Contact Information
Phone Number: 361-570-1800
Fax Number: 361-570-0377
Website: http://satherfinancial.com
Fax Number: 361-570-0377
Website: http://satherfinancial.com
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