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 06/30/19. The fund's latest filing disclosed 267MM in positions, representing 22% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/30/19. The fund's latest filing disclosed 267MM in positions, representing 22% of the manager's regulatory AUM.
WHITNELL & COMPANY . StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WHITNELL & COMPANY . Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHH | 5.6% | ETF | 3.36% | 0.27% | 1 | 2% | ||
| VNQI | 3.41% | ETF | -3.51% | -0.06% | 1 | 3% | ||
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FEATURED IN
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 obective 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 obectives, 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 provides investment management services for clients using a disciplined investment process. We invest client funds with an obective 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 obectives, 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...
Unlock Full Investment Process Description
WHITNELL & COMPANY . Portfolio Concentration
WHITNELL & COMPANY . Location
701 HARGER ROAD
SUITE 190
OAK BROOK, Illinois
UNITED STATES, 60523-1489
SUITE 190
OAK BROOK, Illinois
UNITED STATES, 60523-1489
WHITNELL & COMPANY . Contact Information
Phone Number: 630-575-2300
Fax Number: 630-571-1795
Website: http://www.whitnell.com
Fax Number: 630-571-1795
Website: http://www.whitnell.com
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