VANTAGE INVESTMENT Overview

Vantage Investment Advisors Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 13 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 224MM in positions, representing 21% of the manager's regulatory AUM.

VANTAGE INVESTMENT StockAlpha

-0.8%
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

VANTAGE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 3.7% Health -4.48% -0.02% 0 34%
AAPL 3.7% Tech -2.24% -0.04% 0 42%
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FEATURED IN
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VANTAGE INVESTMENT Founders and Key Employees

Name Title In Position Since
Jill W. Sutt Executive Vice President January-2000
Robert R. Thomas President, Ceo, Managing Member, Chief Compliance Officer January-2000

VANTAGE INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

VANTAGE INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)
• Trading (securities sold within thirty (30) days)
• Margin Transactions (use of borrowed assets to purchase financial instruments)
• Options (contract for the...
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VANTAGE INVESTMENT Portfolio Concentration

VANTAGE INVESTMENT Location

1276 NORTH ATHERTON STREET
STATE COLLEGE, Pennsylvania
UNITED STATES, 16803

VANTAGE INVESTMENT Contact Information

Phone Number: 814-867-2050
Fax Number: 814-867-2063
Website:

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