STACK FINANCIAL Overview

Stack Financial Management Inc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 858MM in positions, representing 78% of the manager's regulatory AUM.

STACK FINANCIAL StockAlpha

-1.4%
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

STACK FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 5.67% Tech 7.26% 0.36% 0 36%
CSCO 4.39% Tech -4.8% -0.25% 0 30%
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FEATURED IN
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STACK FINANCIAL Founders and Key Employees

Name Title In Position Since
James B. Stack President, Director January-1994
Lisa A. Stack Chief Financial Officer, Director January-1994
Catherine M. Hetrick Chief Compliance Officer, Corporate Secretary September-1997
Nancy D. Falkner Vice President, Director September-2012

STACK FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

STACK FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
Stack Financial Management utilizes historical, macroeconomic, and technical analysis to assess the degree of risk in the market and determine investment allocation based on that measured or perceived
level of risk. This analysis includes indicators developed internally at InvesTech Research, or published
by other research firms and government agencies.

Sector studies, based on historical data and relative sector performance in past economic cycles or similar market climate, are also utilized in determining optimal sector allocation or weighting based on market conditions and economic outlook.

In addition, SFM employs fundamental analysis of corporate reports, balance sheets, income statements, and historical valuation metrics in the selection of individual securities for client portfolios.



Investment Strategies
Stack Financial Management strive...
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STACK FINANCIAL Portfolio Concentration

STACK FINANCIAL Location

2472 BIRCH GLEN, SUITE A
WHITEFISH, Montana
UNITED STATES, 59937-3349

STACK FINANCIAL Contact Information

Phone Number: 406-862-8000
Fax Number: 406-862-7707
Website:

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