CONNING INC. Overview

Conning Inc. is an investment advisor that manages 82.5 BN dollars in regulatory AUM and has 238 employees, of which 238 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 3% of the manager's regulatory AUM.

CONNING INC. StockAlpha

+0.6%
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

CONNING INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 2.04% ETF 3.84% 0% 0 29%
T 1.85% Telecom 0.82% -0.04% 0 29%
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FEATURED IN
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CONNING INC. Founders and Key Employees

Name Title In Position Since
Richard L. Sega Managing Director, Cio Of Asset Management February-2003
James P. Romano Managing Director, Index & Risk Management May-2002
Glenn Heiser Managing Director, Chief Administrative Officer December-2003
Stephen Sonlin Managing Director, Research & Consulting October-2002
Robert S. Pearce Managing Director, Chief Compliance Officer November-2005
Linwood E. Bradford Chief Executive Officer & President January-2012
Jung W. Lee Managing Director, Chief Financial Officer January-2011
Vi Viola R. Smalley Managing Director, Chief Legal Officer/Corporate Secretary January-2011

CONNING INC. Brokers, Custodians, Auditors and Administrators

Type Company

CONNING INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

FIXED INCOME:

Conning’s fixed income investment approach is founded on the following:





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Conning, Inc.





 Firm-wide sector views provide top down influence on portfolio construction
 Issue selection driven by "fundamentals first" philosophy
 Strategy implementation combines portfolio needs/constraints with sector views and selection opportunities

Investing in securities involves risk of loss that clients should be prepared to bear.

Investment Process: Conning's investment process is built on a long-standing and disciplined philosophy, a team-based investment approach and a “portfolio manager” service model. Our staff brings a wealth of experience in both the investment and insurance areas. Through our customized approac...
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CONNING INC. Portfolio Concentration

CONNING INC. Location

ONE FINANCIAL PLAZA
755 MAIN STREET
HARTFORD, Connecticut
UNITED STATES, 06103

CONNING INC. Contact Information

Phone Number: 860-299-2000
Fax Number: 860-299-2479
Website:

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