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 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 176% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 176% 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 | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.89% | Tech | 6.16% | -0.25% | 0 | 39% | ||
| ADBE | 3.74% | Tech | 14.22% | 0.07% | 0 | 26% | ||
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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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
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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