TWELE CAPITAL Overview

Twele Capital Management Inc. is an investment advisor that manages 406.7 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 371MM in positions, representing 91% of the manager's regulatory AUM.

TWELE CAPITAL StockAlpha

-2.5%
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

TWELE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BND 12.58% ETF -3.39% -0.52% 0 4%
AGG 10.13% ETF -3.31% -0.41% 0 3%
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FEATURED IN
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TWELE CAPITAL Founders and Key Employees

Name Title In Position Since
Maressia A. Twele Chief Financial Officer January-2004
John A. Twele President & Chief Executive Officer January-2004
Joseph E. Stratmann Chief Compliance Officer & Coo January-2013
Brent D. Mellum Principal December-2014

TWELE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

TWELE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We attempt to understand the composition, structure and risk characteristics of various index ETFs. We review economic and financial factors (including the overall economy, industry conditions, and the valuation and financial condition of broad economic sectors) to determine if a particular ETF fairly represents a given asset class.

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of an ETF can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the underlying ETF index.

Asset Allocation. Rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of equity E...
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TWELE CAPITAL Portfolio Concentration

TWELE CAPITAL Location

5601 SMETANA DRIVE
SUITE 707
MINNETONKA, Minnesota
UNITED STATES, 55343

TWELE CAPITAL Contact Information

Phone Number: 952 887 9253
Fax Number: 952 938 5934
Website:

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