SAVANT CAPITAL LLC Overview

Savant Capital Llc is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 117 employees, of which 34 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/10 to 09/30/16. The fund's latest filing disclosed 364MM in positions, representing 9% of the manager's regulatory AUM.

SAVANT CAPITAL LLC StockAlpha

-3.3%
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

SAVANT CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IEMG 14.45% ETF -6.34% -1.16% 0 4%
GXC 6.38% ETF -4.94% -0.43% 6 2%
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FEATURED IN
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SAVANT CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Thomas A. Muldowney Chairman Of The Board, Manager January-1986
Brent R. Brodeski Chief Executive Officer, Manager January-1995
Richard A. Bennett Chief Wealth Management Officer, Manager June-1998
Cindy A. Freese Chief Compliance Officer July-2008
Glenn G. Kautt Vice Chairman Of The Board/Chief Governance Officer/Manager June-2012
Daniel S. Rezin President August-2012
Adam W. Larson Chief Operations Officer March-2015
Timothy B. Rogowski Chief Information Officer March-2015

SAVANT CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

SAVANT CAPITAL LLC Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss


 International Small Cap
 International Small Value
 International Emerging Markets
 Alternative Investments. Alternative investments, such as global REITs and commodities, enhance overall diversification and can provide limited protection from unexpected inflation. Alternative asset classes generally have risk and return characteristics that are a hybrid of equity and fixed income characteristics.
 U.S. Real Estate (REITs)
 International Real Estate (REITs)
 Commodities


B. Additional Methods of Analysis and Material Risks

B.1. Separate Account Management Software

Savant employs software that uses statistical sampling to track an index. This investment solution manages individual U.S. equities with two primary investment objectives: (i) match the return of the U.S. equity benchmarks (minus expenses), and (i...
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SAVANT CAPITAL LLC Portfolio Concentration

SAVANT CAPITAL LLC Location

190 BUCKLEY DRIVE
ROCKFORD, Illinois
UNITED STATES, 61107

SAVANT CAPITAL LLC Contact Information

Phone Number: 815-227-0300
Fax Number: 815-226-2195
Website:

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