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About Tweed Roosevelt of ROOSEVELT INVESTMENT

Tweed Roosevelt is Shareholder at Roosevelt Investment Group Inc and has been affiliated with Roosevelt Investment Group Inc since March-2002.

Roosevelt Investment Group Inc is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 45 employees, of which 9 perform investment advisory functions. The managers's latest filing has disclosed 1BN in positions, which represents 52% of the manager's regulatory AUM.

For more on Roosevelt Investment Group Inc 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: -3.7%/yr

Co-workers of Tweed Roosevelt at ROOSEVELT INVESTMENT

Name Title In Position Since
Arthur H. Sheer Chairman And Cio November-1990
L. D. Sheer Co-Ceo August-2013
Adam J. Sheer Co-Ceo August-2013
Sven E. Hsia Shareholder March-2002
Donald J. Guarino Shareholder March-2002
Bernard Spear Shareholder March-2002
Robert L. Meyer Shareholder December-2006
Steven K. Weiss Chief Compliance Officer, Chief Operating Officer January-2015
James C. Rogers President October-2013
David A. Chalfin Chief Financial Officer, Managing Director January-2015
Jason M. Sheer Shareholder December-1998
Barbara A. Sheer Director January-2002

ROOSEVELT INVESTMENT Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HD 3.72696% Cons. Disc. 0.58% 3.08% -0.09% 0 32%
PFE 3.25722% Health -7.99% -2.59% -0.19% 0 37%
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Tweed Roosevelt Office Address

NEW YORK, New York

Tweed Roosevelt Contact Information

Phone Number: 646-452-6700
Fax Number: 212-599-1916



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