BOTTY INVESTORS LLC

HTTPS://WWW.ARCHPOINTINVESTORS.COM CHICAGO, IL Investment Advisor How do I update this listing?

Botty Investors is based out of Chicago. Botty Investors is a large advisory firm with 30 clients and discretionary assets under management (AUM) of $261,436,577 (Form ADV from 2020-06-30). Their last reported 13F filing for Q2 2020 included $312,287,000 in managed 13F securities and a top 10 holdings concentration of 67.91%. Botty Investors's largest holding is Alphabet Inc. Class A with shares held of 75,439. Botty Investors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 45 13F filings

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06/30/2020

13F Activity

  • Market Value $312.287 Million
  • Prior Market Value $253.754 Million
  • New Purchases7 stocks
  • Additional Purchases34 stocks
  • Sold out of25 stocks
  • Reduced holdings in16 stocks
  • Top 10 Holdings % 67.91 %
  • Turnover % [1]:28.07%
  • Turnover Alt % [2]: 4.70 %
  • Time Held Top20:13.05 quarters
  • Time Held Top10:11.00 quarters
  • Time Held All:12.32 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 31.09%
Performance Last 4 Quarters: -0.62%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Hamlin Capital Management LLC

View Last Form Adv Compilation Report on Record

ARCHPOINT INVESTORS
444 WEST LAKE STREET SUITE 1900
CHICAGO IL    60606
Country: United States

Business Phone: 312-506-6015
Fax: 312-268-5220
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 30
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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BOTTY INVESTORS LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
BOTTY, ALFREDO, JOSE CHIEF EXECUTIVE OFFICER AND MEMBER 10/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOTTY INVESTORS LLC CHIEF EXECUTIVE OFFICER AND MEMBER direct 2009-10-01
LIPFORD, RALPH, JOHN CHIEF COMPLIANCE OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
HARTLINE INVESTMENT CORPORATION CHIEF COMPLIANCE OFFICER direct 2004-10-01
BOTTY INVESTORS LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01

BOTTY INVESTORS LLC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
BOTTY, ALFREDO, JOSE CHIEF EXECUTIVE OFFICER AND MEMBER 10/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOTTY INVESTORS LLC CHIEF EXECUTIVE OFFICER AND MEMBER direct 2009-10-01
LIPFORD, RALPH, JOHN CHIEF COMPLIANCE OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
HARTLINE INVESTMENT CORPORATION CHIEF COMPLIANCE OFFICER direct 2004-10-01
BOTTY INVESTORS LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01

BOTTY INVESTORS LLC

ownership team - last updated 2017-04-28
Name Title Start Date Direct/Indirect % Ownership
BOTTY, ALFREDO, JOSE CHIEF EXECUTIVE OFFICER AND MEMBER 10/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOTTY INVESTORS LLC CHIEF EXECUTIVE OFFICER AND MEMBER direct 2009-10-01
LIPFORD, RALPH, JOHN CHIEF COMPLIANCE OFFICER 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
HARTLINE INVESTMENT CORPORATION CHIEF COMPLIANCE OFFICER direct 2004-10-01
BOTTY INVESTORS LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01

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