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 09/30/16. The fund's latest filing disclosed 773MM in positions, representing 46% of the manager's regulatory AUM.

VANTAGE INVESTMENT StockAlpha

-3.7%
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
WFC 18.89% Financials 26.5% 1.14% 0 29%
JPM 16.96% Financials 26.59% 0.65% 0 35%
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FEATURED IN
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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...
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VANTAGE INVESTMENT Portfolio Concentration

VANTAGE INVESTMENT Location

4900 MAIN STREET, SUITE 310
KANSAS CITY, Missouri
UNITED STATES, 64112

VANTAGE INVESTMENT Contact Information

Phone Number: 816-569-1373
Fax Number: 816-569-1396
Website:

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