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 06/30/21. The fund's latest filing disclosed 209MM in positions, representing 68% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 209MM in positions, representing 68% of the manager's regulatory AUM.
VAN STRUM & TOWNE INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VAN STRUM & TOWNE INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 9.88% | Tech | 19.52% | 1.13% | 0 | 0% | ||
| VOO | 7.02% | ETF | 6.4% | -0.01% | 0 | 0% | ||
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FEATURED IN
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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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...
Get the Full Report
VAN STRUM & TOWNE INC. Portfolio Concentration
VAN STRUM & TOWNE INC. Location
505 SANSOME STREET
SUITE 1001
SAN FRANCISCO, California
UNITED STATES, 94111
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: http://www.vanstrum.com
Fax Number: 415-981-3425
Website: http://www.vanstrum.com
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