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 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 59% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 59% of the manager's regulatory AUM.
SAVANT CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SAVANT CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IEMG | 7.98% | ETF | -7.02% | -0.86% | 0 | 0% | ||
| DFAC | 5.75% | Financials | 1.51% | -0% | 4 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
SAVANT CAPITAL LLC Portfolio Concentration
SAVANT CAPITAL LLC Location
190 BUCKLEY DRIVE
ROCKFORD, Illinois
UNITED STATES, 61107
ROCKFORD, Illinois
UNITED STATES, 61107
SAVANT CAPITAL LLC Contact Information
Phone Number: 815-227-0300
Fax Number: 815-226-2195
Website: null
Fax Number: 815-226-2195
Website: null
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