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 09/30/21. The fund's latest filing disclosed 186MM in positions, representing 34% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 09/30/21. The fund's latest filing disclosed 186MM in positions, representing 34% of the manager's regulatory AUM.
CONVERGENCE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CONVERGENCE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 2.92% | Tech | 19.44% | 0.21% | 0 | 45% | ||
| AAPL | 2.91% | Tech | 6.16% | -0.19% | 0 | 39% | ||
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FEATURED IN
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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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
SUITE 102
GRAFTON, Wisconsin
UNITED STATES, 53024
CONVERGENCE Contact Information
Phone Number: 262-240-0117
Fax Number: 262-565-2466
Website: http://www.investcip.com
Fax Number: 262-565-2466
Website: http://www.investcip.com
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