Asset ManagerRIA · CRD 107033SEC-Registered

Updated:

Fuller & Thaler Asset Management Inc

Fuller & Thaler Asset Management applies behavioral finance to US value equity investing, founded by Russell Fuller in 1992 and sub-advising John Hancock...

Fuller & Thaler Asset Management Inc

FULLER & THALER ASSET MANAGEMENT INC is an SEC-registered investment adviser in SAN MATEO, CA, since 1993. The firm manages approximately $30.3 billion in assets. It has 30 employees and 11 investment advisers.

General information

Firm type

Asset Manager

Year founded

1992

AUM

$500M - $1B (Altss estimate)

Location

Region

North America

Country

United States

City

San Mateo

Corporate office

San Mateo, CA, United States

Principals

Russell J. Fuller

Founder, President & Chief Investment Officer

Raife Giovinazzo

Portfolio Manager

Christopher C. Goolgasian

Director of Research

Sector focus

InvestmentsBehavioral FinanceUS Equities

Frequently asked questions

Who runs investment decisions at Fuller & Thaler Asset Management?

Russell J. Fuller, founder and President, serves as Chief Investment Officer and oversees all investment decisions. The firm's research is led by Director of Research Christopher C. Goolgasian, and portfolio management is shared with Raife Giovinazzo and other team members.

How does Fuller & Thaler source proprietary deal flow?

Fuller & Thaler is a long-only equity manager, not a private equity or venture firm; its process is entirely public-market stock selection. The firm generates alpha through proprietary quantitative and behavioral models that identify stocks mispriced due to investor biases, such as overreaction to earnings surprises.

Is Fuller & Thaler structured as a single family office or does it operate more like an asset manager?

Fuller & Thaler is a registered investment adviser (RIA) and asset manager, not a family office. It manages capital for institutional clients including pension funds, endowments, and mutual fund investors via sub-advisory arrangements.

Does Fuller & Thaler participate in fund commitments or only direct equity investments?

Fuller & Thaler invests directly in public equities for its clients, not in alternative funds. Its offerings are separate accounts and mutual funds focused on US value equities, with no commitments to external private funds.

What is Fuller & Thaler's known posture on co-investments alongside external GPs?

Fuller & Thaler does not engage in private co-investments; its mandate is public market equities. The firm's behavioral value approach is applied exclusively through liquid listed stocks.

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