DONALD L. HAGAN LLC Overview
Donald L. Hagan Llc is an investment advisor that manages 192.8 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/17. The fund's latest filing disclosed 104MM in positions, representing 54% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/17. The fund's latest filing disclosed 104MM in positions, representing 54% of the manager's regulatory AUM.
DONALD L. HAGAN LLC StockAlpha
| Top 25% |
2.5yr StockAlpha
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Fundamental & Technical Factor Exposure
DONALD L. HAGAN LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UPS | 17.43% | Industrials | 3.59% | -0.12% | 0 | 17% | ||
| IVV | 9.05% | ETF | 3.62% | -0% | 0 | 9% | ||
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FEATURED IN
DONALD L. HAGAN LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Donald L. Hagan | Managing Member | September-2004 |
| Arthur S. Day | Managing Member | April-2006 |
| Linda S. Brown | Chief Compliance Officer | January-2013 |
DONALD L. HAGAN LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DONALD L. HAGAN LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We will use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Charting Analysis - involves the gathering and processing of price and volume information for a
particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
10
©2012 National Compliance Services 800-800-3204
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company...
Unlock Full Investment Process Description
We will use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Charting Analysis - involves the gathering and processing of price and volume information for a
particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends.
10
©2012 National Compliance Services 800-800-3204
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company...
Unlock Full Investment Process Description
DONALD L. HAGAN LLC Portfolio Concentration
DONALD L. HAGAN LLC Location
1000 S. TAMIAMI TRAIL
SARASOTA, Florida
UNITED STATES, 34236
SARASOTA, Florida
UNITED STATES, 34236
DONALD L. HAGAN LLC Contact Information
Phone Number: 941-330-1702
Fax Number: 941-684-0723
Website: http://www.dayhagan.com
Fax Number: 941-684-0723
Website: http://www.dayhagan.com
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