WHITNELL & COMPANY . Overview

Whitnell & Company . is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 29 employees, of which 26 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 293MM in positions, representing 24% of the manager's regulatory AUM.

WHITNELL & COMPANY . StockAlpha

-2.7%
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

WHITNELL & COMPANY . Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PFE 20.29% Health -5.47% -0.3% 0 34%
SCHH 3.82% ETF -3.77% -0.29% 0 1%
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WHITNELL & COMPANY . Founders and Key Employees

Name Title In Position Since
Stephen M. Schuster Co-Trustee March-1999
William E. Thonn President, Chief Executive Officer, Director August-2005
David R. Peckenpaugh Senior Vice President And Chief Investment Officer January-2006
Robert E. Peckenpaugh Senior Vice President October-2006
Patrick J. Kelly Chairman Of The Board October-2006
Thomas N. Kelly Director And Secretary October-2006
Mia L. Erickson Senior Vice President September-2007
Brian J. Henderson Senior Vice President June-2007
Wayne M. Janus President, Financial Planning January-2007
Deborah A. Grudzien Chief Compliance Officer March-2011
Laura K. Smith Director And Treasurer May-2011
Christine J. Sibrava Senior Vice President And Director Of Family Office Services April-2011
Byrd M. Kelly Co-Trustee March-2011
Robert M. Legan Senior Vice President August-2012

WHITNELL & COMPANY . Brokers, Custodians, Auditors and Administrators

Type Company

WHITNELL & COMPANY . Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Whitnell provides investment management services for clients using a disciplined investment process. We invest client funds with an obŒective to preserve capital in real terms and grow asset values through quantitative and fundamental research. The Firm’s Investment Committee assesses the current position and outlook for the economy, fiscal and monetary policy, and financial markets. We use a global perspective to determine the appropriate asset allocation tailored to specific client obŒectives, risk tolerances and suitability requirements.

Whitnell uses an investment platform from which we select the investments across various asset classes. From this platform each relationship manager constructs diversified portfolios based on measures of quality, growth, and valuation. Asset classes used in portfolios are selected from, but not limited to, equities, fixed income securities, mu...
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WHITNELL & COMPANY . Portfolio Concentration

WHITNELL & COMPANY . Location

701 HARGER ROAD
SUITE 190
OAK BROOK, Illinois
UNITED STATES, 60523-1489

WHITNELL & COMPANY . Contact Information

Phone Number: 630-575-2300
Fax Number: 630-571-1795
Website:

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