DILIGENT INVESTORS Overview

Diligent Investors Llc is an investment advisor that manages 206.2 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 123MM in positions, representing 60% of the manager's regulatory AUM.

DILIGENT INVESTORS StockAlpha

-2.4%
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

DILIGENT INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PPBI 6.92% Financials 30.95% 0.91% 2 0%
MSFT 3.09% Tech 8.31% 0.19% 0 36%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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DILIGENT INVESTORS Founders and Key Employees

Name Title In Position Since
Edward P. Cicchillo Managing Member And Chief Compliance Officer July-2011
Doyal N. Brown Managing Member July-2011

DILIGENT INVESTORS Brokers, Custodians, Auditors and Administrators

Type Company

DILIGENT INVESTORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss.

Our firm will utilize fundamental analysis which examines earnings, dividends, new products, research and the like. Our firm will make long term purchases (securities held at least a year), and may make short term purchases (securities sold within a year). Investing in securities involves risk of loss that clients should be prepared to bear. While the stock market may increase and your account(s) could enjoy a gain, it is also possible that the stock market may decrease and your account(s) could suffer a loss. It is important that you understand the risks associated with investing in the stock market, are appropriately diversified in your investments, and ask us any questions you may have.

Additional Information Regarding Our Investment Strategies.

We generally invest client’s cash balances in money market funds, high-grade commercial paper and/or short term bond funds.

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DILIGENT INVESTORS Portfolio Concentration

DILIGENT INVESTORS Location

132 WEST RAMSEY STREET
BANNING, California
UNITED STATES, 92220

DILIGENT INVESTORS Contact Information

Phone Number: (909) 792-2894
Fax Number: (909) 335-9533
Website:

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