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 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 116% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 116% of the manager's regulatory AUM.
SCHWARTZ INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SCHWARTZ INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TPL | 6.99% | Financials | -21.32% | -0.9% | 2 | 5% | ||
| TXN | 4.03% | Tech | 10.77% | -0.26% | 0 | 17% | ||
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FEATURED IN
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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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
STE 244
PLYMOUTH, Michigan
UNITED STATES, 48170
SCHWARTZ INVESTMENT Contact Information
Phone Number: 7344557777
Fax Number: 7344557720
Website: http://www.schwartzinvest.com
Fax Number: 7344557720
Website: http://www.schwartzinvest.com
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