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 09/30/16. The fund's latest filing disclosed 208MM in positions, representing 65% of the manager's regulatory AUM.

SFE INVESTMENT StockAlpha

-3.5%
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

SFE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HCP 4.28% Financials -14.35% -1.13% 0 9%
KYN 3.93% ETF -3.15% -0.23% 1 3%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

...
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SFE INVESTMENT Portfolio Concentration

SFE INVESTMENT Location

801 S. FIGUEROA STREET, STE. 2100
LOS ANGELES, California
UNITED STATES, 90017

SFE INVESTMENT Contact Information

Phone Number: 213-612-0220
Fax Number: 213-612-0329
Website:

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