TRUEPOINT INC. Overview

Truepoint Inc. is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 36 employees, of which 21 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 822MM in positions, representing 44% of the manager's regulatory AUM.

TRUEPOINT INC. StockAlpha

-3.1%
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

TRUEPOINT INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 33.57% ETF 5.23% 0.17% 1 10%
VEA 20.08% ETF -0.78% -1.11% 1 8%
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FEATURED IN
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TRUEPOINT INC. Founders and Key Employees

Name Title In Position Since
Michael J. Chasnoff Chief Executive Officer August-1990
Janel C. Walker Chief Compliance Officer October-2004
John S. Evans Shareholder January-2007
Steven T. Condon President January-2007

TRUEPOINT INC. Brokers, Custodians, Auditors and Administrators

Type Company

TRUEPOINT INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Investment Philosophy

ConvenƟonal investment wisdom suggests that smart people, working diligently and informing themselves with the latest informaƟon, can pick undervalued stocks and Ɵme the market. Further, many believe that this kind of “acƟve” invesƟng leads to superior returns.
Decades of historical data, a huge body of academic research and ongoing market realiƟes make clear that:
• Market Ɵming and stock picking do not work – Wall Street and the financial media perpetuate the myth that they work because they stand to profit from people who believe it.
• The high cost of acƟve invesƟng means about 70% of managers are desƟned to underperform the overall market in any given year.
• Most managers achieving market outperformance do so simply by chance.


The real opportunity to achieve superior investment results lies in establishing and a...
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TRUEPOINT INC. Portfolio Concentration

TRUEPOINT INC. Location

4901 HUNT ROAD, SUITE 200
CINCINNATI, Ohio
UNITED STATES, 45242

TRUEPOINT INC. Contact Information

Phone Number: 513-792-6648
Fax Number: 513-792-6644
Website:

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