Fuller & Thaler Asset Management Inc

Fuller & Thaler Asset Management, Inc. is a registered investment adviser specializing in providing specialized investment management services since its establishment in April 1993. The firm focuses on exploiting market inefficiencies drawn from insights from behavioral finance, offering primarily behavioral-based strategies in U.S. equity markets. FullerThaler tailors its investment strategies to meet individual client needs, offering both non-discretionary and discretionary portfolio management services. The firm manages net assets totaling $29,286,315,000 as of December 31, 2024, on a discretionary and non-discretionary basis. FullerThaler's fee structure varies by strategy, with minimum account sizes ranging from $5,000,000 to $10,000,000, and annual management fee rates based on account market value tiers. The firm considers performance-based fees and may waive or reduce fees for certain client accounts. FullerThaler exercises investment discretion primarily on a discretionary basis, with clients granting the firm authority to select securities based on stated investment objectives. The firm follows a trade error policy, provides proxy voting services, and complies with the Global Investment Performance Standards (GIPS®). Clients receive regular investment reports and have access to additional disclosures on brokerage practices, financial information, and other relevant policies and procedures.