DIVERSIFIED Overview

Diversified Investment Strategies Llc is an investment advisor that manages 164.4 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/07 to 09/30/16. The fund's latest filing disclosed 78MM in positions, representing 48% of the manager's regulatory AUM.

DIVERSIFIED StockAlpha

-8.5%
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

DIVERSIFIED Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 9.23% Tech 3.56% 0.57% 0 36%
GDOT 6.71% Financials 3.51% -0.72% 1 1%
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FEATURED IN
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DIVERSIFIED Founders and Key Employees

Name Title In Position Since
Shane J. Haag Member/Chief Compliance Officer February-2011
James L. Pope Member February-2011

DIVERSIFIED Brokers, Custodians, Auditors and Administrators

Type Company

DIVERSIFIED Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)
• Trading (securities sold within t...
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DIVERSIFIED Portfolio Concentration

DIVERSIFIED Location

11939 BRICKSOME AVE
BATON ROUGE, Louisiana
UNITED STATES, 70816

DIVERSIFIED Contact Information

Phone Number: 225-292-0687
Fax Number: 225-292-0006
Website:

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