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 09/30/16. The fund's latest filing disclosed 569MM in positions, representing 90% of the manager's regulatory AUM.

SCHAPER BENZ & WISE StockAlpha

-0.2%
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

SCHAPER BENZ & WISE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WAT 3.8% Health -14.99% -0.39% 0 8%
KMB 3.44% Cons. Staples -9.54% -0.16% 0 15%
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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...
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SCHAPER BENZ & WISE Portfolio Concentration

SCHAPER BENZ & WISE Location

18 JEWELERS PARK DR
STE 200
NEENAH, Wisconsin
UNITED STATES, 54956

SCHAPER BENZ & WISE Contact Information

Phone Number: 920-727-1137
Fax Number: 920-727-1139
Website:

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