SAWTOOTH ASSET Overview
Sawtooth Asset Management Inc. is an investment advisor that manages 216.2 MM dollars in regulatory AUM and has 16 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 650MM in positions, representing 301% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 650MM in positions, representing 301% of the manager's regulatory AUM.
SAWTOOTH ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SAWTOOTH ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 2.89% | ETF | 8.92% | -0% | 0 | 13% | ||
| IVV | 2.88% | ETF | 8.9% | -0% | 0 | 13% | ||
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FEATURED IN
SAWTOOTH ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bradley E. Pries | Chief Compliance Officer & President | May-2009 |
| Franklin C Jesse | Director | July-2009 |
SAWTOOTH ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SAWTOOTH ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
Sawtooth uses the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell). Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Quantitative Analysis. We use mathematical models in an attempt to obtain more accurate measurements of a company’s
q...
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METHODS OF ANALYSIS
Sawtooth uses the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell). Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Quantitative Analysis. We use mathematical models in an attempt to obtain more accurate measurements of a company’s
q...
Unlock Full Investment Process Description
SAWTOOTH ASSET Portfolio Concentration
SAWTOOTH ASSET Location
3500 AMERICAN BLVD WEST
SUITE 150
MINNEAPOLIS, Minnesota
UNITED STATES, 55431
SUITE 150
MINNEAPOLIS, Minnesota
UNITED STATES, 55431
SAWTOOTH ASSET Contact Information
Phone Number: 952-831-0039
Fax Number: 952-831-0279
Website: http://www.sawtootham.com
Fax Number: 952-831-0279
Website: http://www.sawtootham.com
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