VAN STRUM & TOWNE INC. Overview

Van Strum & Towne Inc. is an investment advisor that manages 308.2 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 152MM in positions, representing 49% of the manager's regulatory AUM.

VAN STRUM & TOWNE INC. StockAlpha

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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 STRUM & TOWNE INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 5.65% Tech 6.64% 0.3% 0 36%
ADP 4.52% Tech 11.99% 0.5% 0 15%
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VAN STRUM & TOWNE INC. Founders and Key Employees

Name Title In Position Since
James L. Collins Chairman June-2010
Mark A. Sherman Chief Compliance Officer And President June-2010
Barbara A. Wright Treasurer And Secretary May-2001

VAN STRUM & TOWNE INC. Brokers, Custodians, Auditors and Administrators

Type Company

VAN STRUM & TOWNE INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis:

Van Strum & Towne’s primary method of security analysis is fundamental analysis. The firm may supplement fundamental analysis with technical, charting and cyclical analysis. The sources of our analytical materials include annual reports, prospectuses, SEC filings, company press releases, financial newspapers, magazines and journals, corporate rating services, research materials prepared by others and inspections of corporate activities, which may include meetings with company representatives.

Investment Strategy:

Our investment philosophy is based on principles of capital preservation, growth of capital, and minimization of risk.

Van Strum & Towne’s investment strategy is dictated by each client’s unique circumstances. We invest according to client objectives, meaning that client portfolios may be invested up to 100% in any single asset class. Clien...
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VAN STRUM & TOWNE INC. Portfolio Concentration

VAN STRUM & TOWNE INC. Location

505 SANSOME STREET
SUITE 1001
SAN FRANCISCO, California
UNITED STATES, 94111

VAN STRUM & TOWNE INC. Contact Information

Phone Number: 415-981-3455
Fax Number: 415-981-3425
Website:

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