SFE INVESTMENT Overview
Sfe Investment Counsel is an investment advisor that manages 321.2 MM dollars in regulatory AUM and has 11 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 06/30/20. The fund's latest filing disclosed 226MM in positions, representing 70% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 06/30/20. The fund's latest filing disclosed 226MM in positions, representing 70% of the manager's regulatory AUM.
SFE INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SFE INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.2% | Tech | 27.21% | 0.78% | 0 | 45% | ||
| QCOM | 3.41% | Tech | 29.71% | 0.62% | 0 | 22% | ||
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FEATURED IN
SFE INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Earl W. Fisher | Chairman | September-2007 |
| Fred M. Edwards | Vice Chairman | September-2007 |
| Jon M. Kmett | President, Director & Cfo | September-2007 |
| Teri M. Mccasland | Vp, Director & Chief Compliance Officer | September-2007 |
| Charles E. Bohlen | Vp, Director | September-2007 |
| Edward J. Ternan | Director | September-2007 |
| David J. Thomsen | Director | September-2007 |
| James T. Moylan | Director | February-2011 |
SFE INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
SFE INVESTMENT Investment Strategy
Item 8 – Client Contact with Portfolio Managers
We believe communication with our clients is extremely important. We do not place any restrictions on your ability to contact and consult us as your portfolio manager.
Item 9 – Additional Information
...
Unlock Full Investment Process Description
We believe communication with our clients is extremely important. We do not place any restrictions on your ability to contact and consult us as your portfolio manager.
Item 9 – Additional Information
...
Unlock Full Investment Process Description
SFE INVESTMENT Portfolio Concentration
SFE INVESTMENT Location
801 S. FIGUEROA STREET, STE. 2100
LOS ANGELES, California
UNITED STATES, 90017
LOS ANGELES, California
UNITED STATES, 90017
SFE INVESTMENT Contact Information
Phone Number: 213-612-0220
Fax Number: 213-612-0329
Website: null
Fax Number: 213-612-0329
Website: null
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