Symmetric Rankings
Have Been Featured In

About David W. Schulz of CONVERGENCE

David W. Schulz is President at Convergence Investment Partners Llc and has been affiliated with Convergence Investment Partners Llc since August-2008.

Convergence Investment Partners Llc is an investment advisor that manages 553.7 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions. The managers's latest filing has disclosed 727MM in positions, which represents 131% of the manager's regulatory AUM.

For more on Convergence Investment Partners Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.8%/yr

Co-workers of David W. Schulz at CONVERGENCE

Name Title In Position Since
David J. Abitz Chief Investment Officer August-2008
Todd J. Hanson Chief Operating Officer August-2008
Jonathan G. Franklin Portfolio Manager, Senior Analyst October-2008
Martin C. Bicknell Chief Executive Officer August-2008
Anne J. Pleviak Chief Compliance Officer December-2014

CONVERGENCE Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JPM 1.7214% Financials 11.88% 6.39% 0.08% 0 36%
AAPL 1.57069% Tech 22.63% 10.04% 0.18% 0 45%
Unlock Positions and Returns Details

David W. Schulz Office Address

GRAFTON, Wisconsin

David W. Schulz Contact Information

Phone Number: 262-240-0117
Fax Number: 262-565-2466



The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here