VAN HULZEN ASSET Overview

Van Hulzen Asset Management Llc is an investment advisor that manages 515 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 184MM in positions, representing 36% of the manager's regulatory AUM.

VAN HULZEN ASSET StockAlpha

-1.3%
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

VAN HULZEN ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 7.07% Tech -1.28% -0.16% 0 42%
GE 3.79% Industrials 6.68% -0.11% 0 34%
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FEATURED IN
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VAN HULZEN ASSET Founders and Key Employees

Name Title In Position Since
Craig D. Vanhulzen Managing Member January-2000
Bradley R. Nicholson Vice President January-2008
John R. Pearce Managing Director July-2010
Stefanus Ten Brink Chief Compliance Officer January-2015

VAN HULZEN ASSET Brokers, Custodians, Auditors and Administrators

Type Company

VAN HULZEN ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ......................................... 10

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VAN HULZEN ASSET Portfolio Concentration

VAN HULZEN ASSET Location

4370 TOWN CENTER BLVD.
SUITE 220
EL DORADO HILLS, California
UNITED STATES, 95762

VAN HULZEN ASSET Contact Information

Phone Number: (916) 608-4284
Fax Number: (916) 608-4296
Website:

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