CONVERGENCE Overview

Convergence Investment Partners Llc is an investment advisor that manages 553.7 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 678MM in positions, representing 122% of the manager's regulatory AUM.

CONVERGENCE StockAlpha

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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

CONVERGENCE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
T 1.7% Telecom -3.77% -0.08% 0 29%
PFE 1.56% Health -5.68% -0.02% 0 34%
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FEATURED IN
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CONVERGENCE Founders and Key Employees

Name Title In Position Since
David J. Abitz Chief Investment Officer August-2008
Todd J. Hanson Chief Operating Officer August-2008
David W. Schulz President August-2008
Jonathan G. Franklin Portfolio Manager, Senior Analyst October-2008
Martin C. Bicknell Chief Executive Officer August-2008
Anne J. Pleviak Chief Compliance Officer December-2014

CONVERGENCE Brokers, Custodians, Auditors and Administrators

Type Company

CONVERGENCE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



We use quantitative investment strategies. We construct broadly diversified portfolios using a proprietary scoring and ranking system which evaluates a range of fundamental and technical factors with respect to securities comprising a benchmark index. We offer a Dividend Growth Strategy, an Unbiased Index Strategy, and a Strategic Active Tax Management Strategy. We also offer a Core Plus Strategy and an Opportunities Strategy that utilize both long and short portfolio management techniques.

All of our Strategies are available for traditional managed accounts. The Core Plus Strategy is available through the Convergence Core Plus Fund. The Opportunities Strategy is available through the Convergence Opportunities Fund.

The investment objective of the Dividend Growth Strategy is to seek competitive long-term returns, reduced volatility, and attractive levels of income (as measured by the Russe...
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CONVERGENCE Portfolio Concentration

CONVERGENCE Location

1245 CHEYENNE AVE.
SUITE 102
GRAFTON, Wisconsin
UNITED STATES, 53024

CONVERGENCE Contact Information

Phone Number: 262-240-0117
Fax Number: 262-565-2466
Website:

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