SCHAPER BENZ & WISE Overview
Schaper Benz & Wise Investment Counsel Inc is an investment advisor that manages 632.7 MM dollars in regulatory AUM and has 12 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 859MM in positions, representing 136% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 859MM in positions, representing 136% of the manager's regulatory AUM.
SCHAPER BENZ & WISE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SCHAPER BENZ & WISE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ADBE | 4.41% | Tech | -2.89% | -0.83% | 0 | 22% | ||
| AAPL | 4.23% | Tech | 23.83% | 0.34% | 0 | 36% | ||
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FEATURED IN
SCHAPER BENZ & WISE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bradley E. Benz | President And Treasurer (03/2001) Director (02/1994) | March-2001 |
| Michael L. Wise | Vice President (02/1998), Secretary (02/1998), Director (02/1998) And Chief Compliance Officer (10/2004) | October-2004 |
| Laura A. Guy | Vice President (07/2000), Director (06/2010) And President-Family Wealth Counseling (11/2011) | March-2001 |
SCHAPER BENZ & WISE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SCHAPER BENZ & WISE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
We currently manage client accounts utilizing the following strategies:
Equity Strategy: Our time-tested strategy is to invest in high quality, consistent growth companies with the goal of achieving long-term principal and income growth. In-house analysts perform comprehensive, fundamental research to aid in the stock selection process. By obtaining a thorough understanding of the company’s secular growth and profitability drivers, we are less likely to be swayed by short-term, cyclical fluctuations. We scrutinize financial statements,
press releases, competitor threats, and other sources of public information. A key element of our research process is to conduct on-site meetings with executive management. Our team also communicates regularly with company management via e-mail and by phone.
We emphasize companies with above average grow...
Get the Full Report
Methods of Analysis and Investment Strategies
We currently manage client accounts utilizing the following strategies:
Equity Strategy: Our time-tested strategy is to invest in high quality, consistent growth companies with the goal of achieving long-term principal and income growth. In-house analysts perform comprehensive, fundamental research to aid in the stock selection process. By obtaining a thorough understanding of the company’s secular growth and profitability drivers, we are less likely to be swayed by short-term, cyclical fluctuations. We scrutinize financial statements,
press releases, competitor threats, and other sources of public information. A key element of our research process is to conduct on-site meetings with executive management. Our team also communicates regularly with company management via e-mail and by phone.
We emphasize companies with above average grow...
Get the Full Report
SCHAPER BENZ & WISE Portfolio Concentration
SCHAPER BENZ & WISE Location
18 JEWELERS PARK DR
STE 200
NEENAH, Wisconsin
UNITED STATES, 54956
STE 200
NEENAH, Wisconsin
UNITED STATES, 54956
SCHAPER BENZ & WISE Contact Information
Phone Number: 920-727-1137
Fax Number: 920-727-1139
Website: http://www.sbw-invest.com/
Fax Number: 920-727-1139
Website: http://www.sbw-invest.com/
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