SCHWARTZ INVESTMENT Overview

Schwartz Investment Counsel Inc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 18 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 74% of the manager's regulatory AUM.

SCHWARTZ INVESTMENT StockAlpha

-1.8%
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

SCHWARTZ INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OMC 3.16% Cons. Disc. 1.58% -0% 0 8%
MDT 2.9% Health -16.66% -0.35% 0 20%
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FEATURED IN
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SCHWARTZ INVESTMENT Founders and Key Employees

Name Title In Position Since
George P. Schwartz Chairman, Chief Executive Officer January-2014
Richard L. Platte President January-2014
Timothy S. Schwartz Executive Vice President January-2014
Gregory R. Heilman Senior Vice President August-2003
Cathy M. Stoner Chief Compliance Officer, Vice President January-2014
Michael J. Schwartz Vice President January-2006
Robert C. Schwartz Vice President January-2009
Joseph W. Skornicka Senior Vice President September-2012

SCHWARTZ INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

SCHWARTZ INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Adviser uses fundamental security analysis to identify equity securities that are believed to be selling below their intrinsic value. In selecting stocks and other equity securities, special emphasis is placed on identifying companies with superior business characteristics and managerial integrity, which may include companies that are currently out-of-favor with the market or companies undergoing changes that may significantly enhance shareholder value in the future. The Adviser generally selects fixed income securities that appear undervalued relative to other securities or securities believed to have a higher potential for credit upgrade. Investments selected for the Ave Maria Mutual Funds, model portfolio management program and certain separately managed accounts are also selected based upon religious criteria designed to avoid companies that operate in a way that is inconsistent with the teachings an...
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SCHWARTZ INVESTMENT Portfolio Concentration

SCHWARTZ INVESTMENT Location

801 W. ANN ARBOR TRAIL
STE 244
PLYMOUTH, Michigan
UNITED STATES, 48170

SCHWARTZ INVESTMENT Contact Information

Phone Number: 7344557777
Fax Number: 7344557720
Website:

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