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 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 97% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 97% of the manager's regulatory AUM.
TRUEPOINT INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TRUEPOINT INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 24.21% | ETF | 4.26% | -0.15% | 1 | 0% | ||
| VEA | 11.53% | ETF | 0.7% | -0.42% | 0 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
TRUEPOINT INC. Portfolio Concentration
TRUEPOINT INC. Location
4901 HUNT ROAD, SUITE 200
CINCINNATI, Ohio
UNITED STATES, 45242
CINCINNATI, Ohio
UNITED STATES, 45242
TRUEPOINT INC. Contact Information
Phone Number: 513-792-6648
Fax Number: 513-792-6644
Website: https://www.truepointcapital.com
Fax Number: 513-792-6644
Website: https://www.truepointcapital.com
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