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 09/30/16. The fund's latest filing disclosed 101MM in positions, representing 53% of the manager's regulatory AUM.

DONALD L. HAGAN LLC StockAlpha

-2.1%
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

DONALD L. HAGAN LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UPS 18.05% Industrials 9.56% 0.34% 0 20%
IWN 10.31% ETF 16.04% 1.24% 0 5%
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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.




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• 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...
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DONALD L. HAGAN LLC Portfolio Concentration

DONALD L. HAGAN LLC Location

1000 S. TAMIAMI TRAIL
SARASOTA, Florida
UNITED STATES, 34236

DONALD L. HAGAN LLC Contact Information

Phone Number: 941-330-1702
Fax Number: 941-684-0723
Website:

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