AEGON USA INVESTMENT Overview

Aegon Usa Investment Management Llc is an investment advisor that manages 141 BN dollars in regulatory AUM and has 370 employees, of which 65 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 17MM in positions, representing 0% of the manager's regulatory AUM.

AEGON USA INVESTMENT StockAlpha

+2.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AEGON USA INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FRA 20.56% ETF 1.98% 0.19% 1 1%
UIS 14.81% Tech 50.92% 7.77% 0 3%
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AEGON USA INVESTMENT Founders and Key Employees

Name Title In Position Since
Daniel P. Fox Executive Vice President-Risk Management September-2001
Kirk W. Buese Executive Vice President-Private And Structured Finance And Interim Chief Investment Officer January-2002
Stephanie M. Phelps Elected Manager, Senior Vice President, Treasurer/Cfo November-2011
Karen H. Fleming Senior Vice President And Chief Administrative Officer January-2011
James A. Mautino Chief Compliance Officer January-2014
Richard J. Wirth General Counsel And Secretary September-2014
Werner N. Vetsch Chief Operating Officer And Senior Vice President February-2015
Philip A. Lemmens Global Chief Risk Officer Aam January-2012
Sarah A. Russell Global Chief Executive Officer Aam September-2010
Thomas W. Neukranz Senior Vice President-Head Of Distribution April-2015

AEGON USA INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

AEGON USA INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Investment Strategies AUIM offers standard invest- ment strategies as well as cus- tomized portfolios. Methods of analysis and investment risks are presented for the firm’s standard, marketed investment strategies. Investment details
for non-marketed strategies and customized portfolios are avail- able upon request at (877) 234-
6862 or at aegoninvestments
@aegonusa.com.

AUIM’s marketed investment strategies can be broadly clas- sified into three groups:

1. Fundamental fixed income strategies that include total- return strategies utilizing one or more fixed income asset classes; duration-sensitive management strategies and cash flow management; and constrained strategies based on client restrictions such as rating limitations, position limits, etc.

2. Asset allocation strategies designed to offer broad diversi- fication in a single investment solution. These strategies ar...
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AEGON USA INVESTMENT Portfolio Concentration

AEGON USA INVESTMENT Location

4333 EDGEWOOD ROAD NE
CEDAR RAPIDS, Iowa
UNITED STATES, 52499-5338

AEGON USA INVESTMENT Contact Information

Phone Number: 319-355-3598
Fax Number: 319-355-2188
Website:

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