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 03/31/23. The fund's latest filing disclosed 372MM in positions, representing 133% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 372MM in positions, representing 133% of the manager's regulatory AUM.
STILLWATER StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STILLWATER Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 26.65% | ETF | 2.64% | 0.01% | 0 | 17% | ||
| IWR | 7.24% | ETF | -2.43% | -0.37% | 0 | 8% | ||
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FEATURED IN
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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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....
Unlock Full Investment Process Description
STILLWATER Portfolio Concentration
STILLWATER Location
423 SOUTH MAIN STREET
SUITE E1
STILLWATER, Minnesota
UNITED STATES, 55082
SUITE E1
STILLWATER, Minnesota
UNITED STATES, 55082
STILLWATER Contact Information
Phone Number: 651-275-9380
Fax Number: 651-275-9381
Website: http://www.stillwaterinvest.com
Fax Number: 651-275-9381
Website: http://www.stillwaterinvest.com
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