STILLWATER Overview

Stillwater Investment Management Llc is an investment advisor that manages 280.6 MM dollars in regulatory AUM and has 4 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 184MM in positions, representing 66% of the manager's regulatory AUM.

STILLWATER StockAlpha

-0.4%
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

STILLWATER Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 23.06% ETF 2.5% -0% 0 9%
IWR 8.81% ETF 3.18% 0.06% 0 4%
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FEATURED IN
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STILLWATER Founders and Key Employees

Name Title In Position Since
Amy L. Enderlein Managing Member June-2004
James K. Tonrey Managing Member & Chief Investment Officer June-2004
Dana J. Tonrey Chief Compliance Officer March-2005

STILLWATER Brokers, Custodians, Auditors and Administrators

Type Company

STILLWATER Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Types of Investments

Stillwater will offer advice on any securities or other investments held by the client at the initiation of the contract for Investment Advisory Services. Once Stillwater becomes the Advisor on record, Advisory Accounts managed by Stillwater will generally consist of a diversified group of securities and investment classes that include exchange-listed securities, corporate debt securities, certificates of deposit, municipal securities, and U.S. government securities, although appropriate investment options will be dictated by individual client situations.

Methods of Analysis and Sources of Information

Stillwater begins the investment management process with a top-down approach by first assessing the macro-economic environment. We concentrate on interest rates, the underlying economy, inflation rates and expectations, geo-politics, and other important economic barometers....
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STILLWATER Portfolio Concentration

STILLWATER Location

423 SOUTH MAIN STREET
SUITE E1
STILLWATER, Minnesota
UNITED STATES, 55082

STILLWATER Contact Information

Phone Number: 651-275-9380
Fax Number: 651-275-9381
Website:

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