SPEECE THORSON Overview

Speece Thorson Capital Group Inc is an investment advisor that manages 447 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 466MM in positions, representing 104% of the manager's regulatory AUM.

SPEECE THORSON StockAlpha

-0.2%
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

SPEECE THORSON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MTB 4.28% Financials 26.52% 0.34% 0 8%
ETN 3.92% Industrials 4.09% -0.2% 0 16%
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FEATURED IN
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SPEECE THORSON Founders and Key Employees

Name Title In Position Since
Fred Speece Chief Compliance Officer, Director, Shareholder March-1992
Clark K. Hunt Director, Shareholder March-1992
Sharron H. Munson Shareholder March-1992
Paul E. Pender Director, Shareholder January-2004
Benjamin D. Johnson Director, Shareholder January-2007

SPEECE THORSON Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

SPEECE THORSON Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Speece Thorson’s Investment Committee establishes and implements the investment strategy for all accounts. All portfolios are managed on a matrix system so that each security has substantially the same percent in each portfolio. All portfolios are monitored daily by the Investment Committee to ensure accurate and timely implementation of the Firm's strategy. Speece Thorson is a "bottom‐up" investor.

Speece Thorson is a long‐term value investor in good cultures and good companies that meet its high standards for "well‐managed, financially powerful and attractively priced." Speece Thorson employs fundamental analysis to measure these characteristics as well as a qualitative appraisal of the companies, cultures, management and their businesses. Speece Thorson has a private equity perspective and uses the liquid equity market as the investment vehicle. Client portfolios are concentrated in 25 to 50 secur...
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SPEECE THORSON Portfolio Concentration

SPEECE THORSON Location

225 SOUTH 6TH STREET
SUITE 2575
MINNEAPOLIS, Minnesota
UNITED STATES, 55402

SPEECE THORSON Contact Information

Phone Number: 612-338-4649
Fax Number: 612-338-7451
Website:

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