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About Jonathan G. Franklin of CONVERGENCE

Jonathan G. Franklin is Portfolio Manager, Senior Analyst at Convergence Investment Partners Llc and has been affiliated with Convergence Investment Partners Llc since October-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 Jonathan G. Franklin at CONVERGENCE

Name Title In Position Since
David J. Abitz Chief Investment Officer August-2008
Todd J. Hanson Chief Operating Officer August-2008
David W. Schulz President August-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%
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Jonathan G. Franklin Office Address

GRAFTON, Wisconsin

Jonathan G. Franklin Contact Information

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



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