THOMAS STORY & SON LLC Overview

Thomas Story & Son Llc is an investment advisor that manages 211.4 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 163MM in positions, representing 77% of the manager's regulatory AUM.

THOMAS STORY & SON LLC StockAlpha

+0.3%
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

THOMAS STORY & SON LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
V 7.16% Tech -8.25% -0.43% 0 26%
JNJ 6.61% Health -4.57% -0.04% 0 34%
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THOMAS STORY & SON LLC Founders and Key Employees

Name Title In Position Since
Michael S. Lollino Chief Compliance Officer October-2008
Thomas H. Story Managing Member October-2008

THOMAS STORY & SON LLC Brokers, Custodians, Auditors and Administrators

Type Company

THOMAS STORY & SON LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Thomas Story and Son LLC’s primary method of analysis is a bottom up approach to fundamental analysis with the main source of information from annual reports, prospectuses, filings with the SEC, company press releases, visits to companies we invest in, research materials prepared by others, inspection of corporate activities and financial newspapers and magazines. The investment strategies to implement investment advice given to clients is primary long term purchases.


Investing in securities involves risk of loss that clients should be prepared to bear.



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THOMAS STORY & SON LLC Portfolio Concentration

THOMAS STORY & SON LLC Location

16773 13TH ROAD
PLYMOUTH, Indiana
UNITED STATES, 46563-9374

THOMAS STORY & SON LLC Contact Information

Phone Number: 630-878-0747
Fax Number: 866-610-8379
Website:

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