TOWLE & COMPANY Overview
Towle & Company is an investment advisor that manages 561.2 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 03/31/17. The fund's latest filing disclosed 867MM in positions, representing 155% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 03/31/17. The fund's latest filing disclosed 867MM in positions, representing 155% of the manager's regulatory AUM.
TOWLE & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TOWLE & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TSE | 6.4% | Materials | 4.89% | -0.1% | 1 | 11% | ||
| SKYW | 6.29% | Industrials | 10.91% | 0.21% | 2 | 2% | ||
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FEATURED IN
TOWLE & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Christopher D. Towle | President | July-2009 |
| Joseph E. Towle | Chief Executive Officer | July-2009 |
| Peter J. Lewis | Chief Compliance Officer | May-2004 |
TOWLE & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
TOWLE & COMPANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Towle & Co. manages assets using a focused investment philosophy that we call Deep Value. This strategy executes a fundamental, investment discipline that emphasizes the purchase of companies believed to be substantially undervalued relative to their private market worth and normalized earnings power. The bottom- up selection process strives to identify and invest in out-of-favor companies with significant appreciation potential over the long term. Paramount to this endeavor is a contrarian and independent viewpoint. No attempt is made to manage against the composition of a benchmark. While the Deep Value approach may include large capitalization stocks, the search for absolute value usually leads to equities with market capitalizations under $5.0 billion.
A distinguishing characteristic of the strategy is its emphasis on identifying investment candidates with very low price-to-sales ratios. Low price-to-sal...
Unlock Full Investment Process Description
Towle & Co. manages assets using a focused investment philosophy that we call Deep Value. This strategy executes a fundamental, investment discipline that emphasizes the purchase of companies believed to be substantially undervalued relative to their private market worth and normalized earnings power. The bottom- up selection process strives to identify and invest in out-of-favor companies with significant appreciation potential over the long term. Paramount to this endeavor is a contrarian and independent viewpoint. No attempt is made to manage against the composition of a benchmark. While the Deep Value approach may include large capitalization stocks, the search for absolute value usually leads to equities with market capitalizations under $5.0 billion.
A distinguishing characteristic of the strategy is its emphasis on identifying investment candidates with very low price-to-sales ratios. Low price-to-sal...
Unlock Full Investment Process Description
TOWLE & COMPANY Portfolio Concentration
TOWLE & COMPANY Location
1610 DES PERES ROAD
SUITE 250
ST LOUIS, Missouri
UNITED STATES, 63131-1880
SUITE 250
ST LOUIS, Missouri
UNITED STATES, 63131-1880
TOWLE & COMPANY Contact Information
Phone Number: 314-822-0204
Fax Number: 314-822-1255
Website: http://www.smallcapvalue.com
Fax Number: 314-822-1255
Website: http://www.smallcapvalue.com
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