VANTAGE INVESTMENT Overview
Vantage Investment Partners Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 06/30/17. The fund's latest filing disclosed 1BN in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 06/30/17. The fund's latest filing disclosed 1BN in positions, representing 65% of the manager's regulatory AUM.
VANTAGE INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
VANTAGE INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| WFC | 29.27% | Financials | -4.22% | -1.71% | 0 | 23% | ||
| MSFT | 6.83% | Tech | 7.42% | 0.01% | 0 | 33% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
VANTAGE INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John G. Woolway | President, Chief Compliance Officer | March-2003 |
VANTAGE INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VANTAGE INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The method of analysis we utilize is both fundamental and technical. We gather our information for investment purposes from financial newspapers, magazines, research prepared by others, Nationally Recognized Statistical Rating Organization (NRSROs), company press releases, annual reports, independent research providers, prospectuses and filings with the Securities and Exchange Commission.
Our investment philosophy is to build long-term strategies that yield comparable market based returns. We approach all of our investments through a macro-economic process that compares various industry sectors and anticipates changes and trends. We perform a comprehensive analysis of securities to know which are best positioned to be long-term high-quality investments. In addition, as we compare investment alternatives we always take into account the “Big Picture” regarding an investment’s rate of re...
Unlock Full Investment Process Description
The method of analysis we utilize is both fundamental and technical. We gather our information for investment purposes from financial newspapers, magazines, research prepared by others, Nationally Recognized Statistical Rating Organization (NRSROs), company press releases, annual reports, independent research providers, prospectuses and filings with the Securities and Exchange Commission.
Our investment philosophy is to build long-term strategies that yield comparable market based returns. We approach all of our investments through a macro-economic process that compares various industry sectors and anticipates changes and trends. We perform a comprehensive analysis of securities to know which are best positioned to be long-term high-quality investments. In addition, as we compare investment alternatives we always take into account the “Big Picture” regarding an investment’s rate of re...
Unlock Full Investment Process Description
VANTAGE INVESTMENT Portfolio Concentration
VANTAGE INVESTMENT Location
4900 MAIN STREET, SUITE 310
KANSAS CITY, Missouri
UNITED STATES, 64112
KANSAS CITY, Missouri
UNITED STATES, 64112
VANTAGE INVESTMENT Contact Information
Phone Number: 816-569-1373
Fax Number: 816-569-1396
Website: http://www.vantageinvestmentpartners.com
Fax Number: 816-569-1396
Website: http://www.vantageinvestmentpartners.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here