DT INVESTMENT Overview

Dt Investment Partners Llc is an investment advisor that manages 598.5 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 390MM in positions, representing 65% of the manager's regulatory AUM.

DT INVESTMENT 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

DT INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 19.57% ETF 2.17% 0% 0 29%
AGG 12.54% ETF -3.3% -0.49% 0 3%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

DT INVESTMENT Founders and Key Employees

Name Title In Position Since
Andrew C. Zimmerman Member - Chief Investment Strategist April-2011
John L. Blair Member - Vp April-2011
Christopher F. Daniels Member April-2011
Devon W. Daniels Member April-2011
Daniel N. Mullen Chief Compliance Officer April-2011
Jonathan D. Smith Ceo,Cfo -Member April-2011

DT INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

DT INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


DTIP employs an active management style that seeks to provide clients with attractive risk-adjusted returns while balancing principal growth with income requirements in various market environments. The firm strives for low volatility and consistent returns by stressing diversification and finding the optimal mix of asset classes for a client’s risk profile and return objectives. The firm recognizes the balance between income and growth is different for every client. Accordingly, the firm offers a number of different investment strategies to correlate with an investor’s tolerance for risk and investment objectives.
DTIP utilizes fundamental and technical analysis to tactically shift between asset classes to capture the benefits from both fundamental valuation changes and price momentum. The main sources of information used by the Advisor are financial magazines and newspapers, internet articles and news re...
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DT INVESTMENT Portfolio Concentration

DT INVESTMENT Location

BRANDYWINE FIVE
1 DICKINSON DRIVE, SUITE 105
CHADDS FORD, Pennsylvania
UNITED STATES, 19317-9665

DT INVESTMENT Contact Information

Phone Number: 4847784425
Fax Number: 4847752024
Website:

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