Fuller & Thaler Asset Mangement

11/06/2025

FullerThaler Fund mentioned as one of Warren Buffet's Heirs!

A recent article in Barron's, "In Search of Warren Buffett's Fund Heirs", cited the FullerThaler Behavioral Unconstrained Equity Fund as a "top-performing concentrated fund with 24 stocks and a str…

03/20/2025

"Of the 100 largest asset managers in the US, these 10 enjoyed the best organic growth rates through the first 11 months of 2024."Click here to read the full article.The thoughts and opinions expressed in the article are solely those of the author. The discussion is designed to provide a reader with...

02/26/2025

David Potter and Ryam Lee from FullerThaler were interviewed in Citywire about the FullerThaler Behavioral Mid-Cap Value strategy.

https://www.fullerthalerfunds.com/single-post/fullerthaler-interviewed-in-citywire

12/05/2022

Fuller & Thaler Behavioral Small-Cap Growth Fund added to recommended list at LPL. Click the link the bio to read the article.

12/05/2022

Citywire Pro Buyer sits down with Kevin Sullivan, co-lead of Wells Fargo Global Manager Research, and discusses Fuller & Thaler Strategies. Click the link in the bio to read the article.

09/02/2022

Investor's Business Daily sits down with Fuller & Thaler Portfolio Manager David Potter, CFA to discuss inflation. Mr. Potter manages the Fuller & Thaler Behavioral Small-Cap value strategy, including its sub advised mutual fund, Undiscovered Managers Behavioral Value Fund (UBVAX), mentioned in the article.

Investor's Business Daily sits down with Fuller & Thaler Portfolio Manager David Potter, CFA to discuss inflation. Mr. Potter manages the Fuller & Thaler Behavioral Small-Cap value strategy, including its sub advised mutual fund, Undiscovered Managers Behavioral Value Fund (UBVAX)¹, mentioned in th...

09/08/2021

Two Fuller & Thaler Funds listed in "Small-Caps Could Recover. 6 Funds to Play a Rally" by Barron's

"Barron’s screened Morningstar Direct to find small-cap mutual funds that are both open to new investors and have beaten at least two-thirds of their peers over the last three years and year to date." "The $7.2 billion Undiscovered Managers Behavioral Value¹ (UBVAX) fund often hunts for companies...

08/24/2021

Fuller & Thaler Behavioral Micro-Cap listed in "The top-performing equity managers" by P&I

Pensions & Investments listed the Fuller & Thaler Behavioral Micro-Cap Strategy as one of the top-performing equity separate accounts over the past year. The ranking was part of the article "Small-cap managers lead year of meteoric returns". Portfolio manager Frederick Stanske, CFA, also spoke with....

08/24/2021

Fuller & Thaler Behavioral Micro-Cap Equity named in "15 outperforming small-cap funds"

"Active small-cap managers are enjoying a banner 2021... so far." "It’s often said that small-cap investing is an area in which active managers can shine. These companies are less well researched and followed, making the market inefficient, according to the theory." Click here to view the Citywire...

08/06/2021

Dr. Raife Giovinazzo, CFA, a Fuller & Thaler Asset Management Portfolio Manager, discusses Robinhood IPO and retail trading. Dr. Giovinazzo's conversation with Dani Burger and Alix Steel on Bloomberg Markets.

Raife Giovinazzo, Fuller & Thaler Asset Management Portfolio Manager, discusses Robinhood IPO and retail trading. He speaks with Dani Burger and Alix Steel on "Bloomberg Markets." (Source: Bloomberg)

08/06/2021

"Richard Thaler, Nobel laureate and Professor of Behavioral Science and Economics at the University of Chicago, talks about the new stock market boom, irrational price movements in stocks like GameStop, and the most common psychological traps in investing."

Click here to read the conversation with pioneer of behavioral finance

Richard Thaler, Nobel laureate and Professor of Behavioral Science and Economics at the University of Chicago, talks about the new stock market boom, irrational price movements in stocks like GameStop, and the most common psychological traps in investing. A conversation with the pioneer of behaviora...

08/06/2021

“But he’s not simply a creature of the academy. Thaler also puts these theories into practice at Fuller & Thaler Asset Management, which endeavors to take advantage of mistakes that investors make.”

Click here to read Dr. Richard Thaler's discussion with Citywire's John Coumarianos.

Behavioral economist Richard Thaler has brought his insights from the classroom to the markets.