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 09/30/16. The fund's latest filing disclosed 112MM in positions, representing 60% of the manager's regulatory AUM.

SMITHBRIDGE ASSET StockAlpha

-1.7%
Top 25%
3yr StockAlpha Register for more...

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

SMITHBRIDGE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ACN 4.9% Tech -3% -0.04% 0 17%
AAPL 4.54% Tech -2.29% 0.01% 0 42%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Unlock Full Investment Process Description

SMITHBRIDGE ASSET Portfolio Concentration

SMITHBRIDGE ASSET Location

5 CHRISTY DRIVE, SUITE 206
CHADDS FORD, Pennsylvania
UNITED STATES, 19317

SMITHBRIDGE ASSET Contact Information

Phone Number: 610-361-9141
Fax Number: 610-361-9140
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A