AMERICAN Overview

American Independence Fin Svcs is a hedge fund that manages 826.4 MM dollars in regulatory AUM and has 17 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 118MM in positions, representing 14% of the manager's regulatory AUM.

AMERICAN StockAlpha

-5%
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

AMERICAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EFAV 16.25% ETF -9.06% -1.68% 0 3%
PFF 12.97% ETF -4.98% -0.74% 0 8%
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FEATURED IN
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Pensions & Investments logo
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AMERICAN Founders and Key Employees

Name Title In Position Since
Robert A. Campbell Vice President March-2006
Eric M. Rubin President September-2004
John J. Pileggi Managing Partner September-2004
Thaddeus M. Leszczynski Chief Compliance Officer March-2015
Theresa C. Donovan Chief Compliance Officer May-2005

AMERICAN Brokers, Custodians, Auditors and Administrators

Type Company

AMERICAN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategies and Methods of Analysis

American Independence offers the following investment strategies through its SMA platform:

LARGE CAP VALUE STRATEGY

The Large Cap Value Strategy’s (“Large Cap Value Strategy”) investment objective is to provide investors with long-term capital appreciation. The strategy benchmark is the Russell
1000 Value Index.

Principal Strategies. The Large Cap Value Strategy uses a value oriented approach to selecting stocks by identifying stocks that it considers undervalued (i.e., priced less than its real worth). Under normal market conditions, this strategy intends to invest in the following manner:

 At least 80% of its net assets, plus borrowings for investment purposes, in common and/or preferred stocks;
 At least 65% of its total assets in such stocks issued by U.S. companies with large market capitaliza...
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AMERICAN Portfolio Concentration

AMERICAN Location

1345 AVENUE OF THE AMERICAS
2ND FLOOR
NEW YORK, New York
UNITED STATES, 10105

AMERICAN Contact Information

Phone Number: 212-488-1331
Fax Number: 888-346-7142
Website:

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