BOGLE INVESTMENT Overview

Bogle Investment Management Lp is an investment advisor that manages 3.3 BN dollars in regulatory AUM and has 13 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 42% of the manager's regulatory AUM.

BOGLE INVESTMENT StockAlpha

-3.7%
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

BOGLE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TSE 1.37% Materials 7.03% -0.02% 0 7%
PVH 1.31% Cons. Staples -3.59% -0.02% 0 9%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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BOGLE INVESTMENT Founders and Key Employees

Name Title In Position Since
Keith D. Hartt Limited Partner May-1999
John C. Bogle Jr. Limited Partner May-1999
Britt S. Bardinelli Limited Partner And Cco September-1999
Christopher N. Sabbey Limited Partner June-2001
Jonathon D. Lewis Limited Partner August-2002
Paul R. Hummel Limited Partner April-2004

BOGLE INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

BOGLE INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

When managing the investment strategies described under Section 1 above, the Adviser uses the following methods of analysis.

The Adviser typically uses proprietary investment models that fall principally into two categories. The first category uses information, compiled by the Adviser, consisting of various historical data for the companies the Adviser evaluates. These data consist of public information about the companies, drawn from their financial statements, sell side security analysts, stock exchanges, and other sources of information that the Adviser may use. The Adviser uses its proprietary analytics to measure and compare data of each company, both to other similar companies and to each company’s own history, to estimate the relative attractiveness of each company. The Adviser believes that using its analytics in a careful, disciplined manner will allow it, over time, to successfully discriminate be...
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BOGLE INVESTMENT Portfolio Concentration

BOGLE INVESTMENT Location

2310 WASHINGTON ST.
SUITE 310
NEWTON LOWER FALLS, Massachusetts
UNITED STATES, 02462

BOGLE INVESTMENT Contact Information

Phone Number: 781-283-5000
Fax Number: 781-283-5010
Website:

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