THRIVENT FINANCIAL Overview
Thrivent Financial For Lutherans is an investment advisor that manages 88.5 BN dollars in regulatory AUM and has 2457 employees, of which 293 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 35BN in positions, representing 40% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 35BN in positions, representing 40% of the manager's regulatory AUM.
THRIVENT FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
THRIVENT FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 3.05% | Cons. Disc. | -0.68% | -0.43% | 0 | 45% | ||
| MSFT | 2.66% | Tech | 1.54% | -0.25% | 0 | 43% | ||
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FEATURED IN
THRIVENT FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Randall L. Boushek | Sr. Vp & Chief Financial Officer, Treasurer | January-2002 |
| Adrian M. Tocklin | Director | February-2003 |
| Russell W. Swansen | Senior Vice President - Chief Investment Officer | January-2004 |
| Teresa J. Rasmussen | Senior Vice President, General Counsel And Secretary | February-2005 |
| Frank H. Moeller | Director, Chair | May-2005 |
| Allan R. Spies | Director | August-2005 |
| James H. Scott | Director | May-2006 |
| Alice M. Richter | Director | May-2007 |
| Frederick M. Kuhlmann | Director | February-2006 |
| James A. Thomsen | Senior Vice President, Member Services And Chief Marketing Officer | January-2002 |
| Frederick G. Kraegel | Director | August-2008 |
| Bradford L. Hewitt | President And Chief Executive Officer | February-2010 |
| Bonnie E. Raquet | Director | February-2010 |
| Edward S. Dryden | Chief Compliance Officer | December-2010 |
| Mark A. Jeske | Director | May-2011 |
| Kirk D. Farney | Director | November-2011 |
| Kenneth A. Carow | Director | February-2013 |
| Nathaniel C. Boggs | Director | December-2013 |
| Kathryn J. Vanstrom | Director | July-2014 |
| Eric J. Draut | Director | February-2015 |
THRIVENT FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
THRIVENT FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
TFL focuses its Private Funds investments on a portfolio of middle market companies across multiple industries. The Funds’ portfolios may consist of limited partnership or limited liability company interests in private investment funds (“Portfolio Funds”) and, through co-investments, securities of operating companies.
With respect to Private Funds that are funds-of-funds, TFL’s investment selection process begins by identifying potential Portfolio Funds in an attempt to create a diversified portfolio. TFL monitors several hundred private investment funds and actively tracks a subset of such funds that it believes have the potential for attractive performance. TFL seeks to identify the Portfolio Funds that fit best within the fund-of-funds’ strategy. In evaluating potential Portfolio Funds for possible investments, TFL conducts its own due diligence.
With respect to Private Fun...
Unlock Full Investment Process Description
TFL focuses its Private Funds investments on a portfolio of middle market companies across multiple industries. The Funds’ portfolios may consist of limited partnership or limited liability company interests in private investment funds (“Portfolio Funds”) and, through co-investments, securities of operating companies.
With respect to Private Funds that are funds-of-funds, TFL’s investment selection process begins by identifying potential Portfolio Funds in an attempt to create a diversified portfolio. TFL monitors several hundred private investment funds and actively tracks a subset of such funds that it believes have the potential for attractive performance. TFL seeks to identify the Portfolio Funds that fit best within the fund-of-funds’ strategy. In evaluating potential Portfolio Funds for possible investments, TFL conducts its own due diligence.
With respect to Private Fun...
Unlock Full Investment Process Description
THRIVENT FINANCIAL Portfolio Concentration
THRIVENT FINANCIAL Location
625 FOURTH AVENUE SOUTH
MINNEAPOLIS, Minnesota
UNITED STATES, 55415-1665
MINNEAPOLIS, Minnesota
UNITED STATES, 55415-1665
THRIVENT FINANCIAL Contact Information
Phone Number: 800-847-4836
Fax Number: 612-844-4307
Website: https://www.thrivent.com
Fax Number: 612-844-4307
Website: https://www.thrivent.com
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