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 09/30/18. The fund's latest filing disclosed 431MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 431MM in positions, representing 96% of the manager's regulatory AUM.
SPEECE THORSON StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SPEECE THORSON Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ETN | 4.6% | Industrials | -14.32% | -0.22% | 0 | 11% | ||
| DVA | 4.27% | Health | -15.68% | -0.54% | 0 | 9% | ||
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FEATURED IN
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’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
SUITE 2575
MINNEAPOLIS, Minnesota
UNITED STATES, 55402
SPEECE THORSON Contact Information
Phone Number: 612-338-4649
Fax Number: 612-338-7451
Website: http://www.stcapital.com
Fax Number: 612-338-7451
Website: http://www.stcapital.com
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