SMITHBRIDGE ASSET Overview
Smithbridge Asset Management Inc is an investment advisor that manages 187.4 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 302MM in positions, representing 161% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 302MM in positions, representing 161% of the manager's regulatory AUM.
SMITHBRIDGE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SMITHBRIDGE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.52% | Tech | 6.16% | -0.29% | 0 | 39% | ||
| MSFT | 3.73% | Tech | 19.44% | 0.27% | 0 | 45% | ||
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FEATURED IN
SMITHBRIDGE ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph K. Champness | Managing Director | January-2014 |
| Stephen L. Hyde | Director | April-1997 |
| Jonathan F. Kolle | President-Managing Director And Chief Compliance Officer | January-2014 |
SMITHBRIDGE ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SMITHBRIDGE ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
At Smithbridge, stock portfolios are invested in high quality issues with well established businesses and are virtually fully invested at all times. Portfolios are diversified, not only in terms of the number of stocks, but also of economic sectors. Typically, a portfolio will hold between 25 and 30 stocks, with representation in eight to ten different economic sectors. The primary methodology that Smithbridge uses to select securities is fundamental analysis. This includes an in-depth review of the company’s financial statements and the evaluation of its businesses and product lines. Only stocks that, in the estimation of the portfolio managers, represent moderate risk, the opportunity for capital gains, and increase portfolio diversification, are eligible for purchase. Holdings exhibit superior records of historic earnings growth and profitability, as well as a high degree of consistency. Stocks which ar...
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At Smithbridge, stock portfolios are invested in high quality issues with well established businesses and are virtually fully invested at all times. Portfolios are diversified, not only in terms of the number of stocks, but also of economic sectors. Typically, a portfolio will hold between 25 and 30 stocks, with representation in eight to ten different economic sectors. The primary methodology that Smithbridge uses to select securities is fundamental analysis. This includes an in-depth review of the company’s financial statements and the evaluation of its businesses and product lines. Only stocks that, in the estimation of the portfolio managers, represent moderate risk, the opportunity for capital gains, and increase portfolio diversification, are eligible for purchase. Holdings exhibit superior records of historic earnings growth and profitability, as well as a high degree of consistency. Stocks which ar...
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SMITHBRIDGE ASSET Portfolio Concentration
SMITHBRIDGE ASSET Location
5 CHRISTY DRIVE, SUITE 206
CHADDS FORD, Pennsylvania
UNITED STATES, 19317
CHADDS FORD, Pennsylvania
UNITED STATES, 19317
SMITHBRIDGE ASSET Contact Information
Phone Number: 610-361-9141
Fax Number: 610-361-9140
Website: http://smithbridgeasset.com
Fax Number: 610-361-9140
Website: http://smithbridgeasset.com
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