EUCLID ADVISORS LLC Overview

Euclid Advisors Llc is an investment advisor that manages 12 BN dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/11 to 09/30/16. The fund's latest filing disclosed 17MM in positions, representing 0% of the manager's regulatory AUM.

EUCLID ADVISORS LLC StockAlpha

-5.8%
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

EUCLID ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AEM 6.92% Materials -25.2% -2.13% 0 7%
AGN 5.92% Health -18.17% -0.69% 0 24%
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FEATURED IN
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EUCLID ADVISORS LLC Founders and Key Employees

Name Title In Position Since
Carlton B. Neel Senior Managing Director August-2011
David C. Dickerson Managing Director August-2011
George R. Aylward President And Chairman November-2006
David G. Hanley Vice President And Assistant Treasurer June-2009
Kevin J. Carr Senior Vice President And Secretary August-2011
Michael A. Angerthal Executive Vice President And Treasurer June-2009
David E. Fusco Vice President, Compliance August-2011
Mark S. Flynn Executive Vice President, General Counsel And Assistant Secretary August-2011
Amy L. Robinson Managing Director August-2011
Francis G. Waltman Executive Vice President August-2011
Frederick A. Brimberg Senior Managing Director November-2012
John L. Creswell Senior Managing Director November-2012
Yvonne I. Pytlik Corporate Head Of Compliance June-2013
James R. Sena Vice President And Chief Compliance Officer April-2015

EUCLID ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company

EUCLID ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


The results for individual portfolios will vary depending on market conditions and the portfolio’s overall composition. All investments carry a certain degree of risk including the possible loss of principal and there is no assurance that an investment will provide positive performance over any period of time. Past performance is no guarantee of future results. Clients should not assume that portfolio investments in securities will be profitable.

Euclid is a long-term investor which implements its investment strategies through an actively managed research-driven, value and quality biased approach. Euclid’s International Equity investment discipline seeks to identify potential investments that trade at an attractive cash-flow adjusted valuation, exhibit

9






financial strength, possess some type of franchise quality, and employ management that is aligned with ...
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EUCLID ADVISORS LLC Portfolio Concentration

EUCLID ADVISORS LLC Location

100 PEARL STREET
9TH FLOOR
HARTFORD, Connecticut
UNITED STATES, 06103

EUCLID ADVISORS LLC Contact Information

Phone Number: 800-248-7971
Fax Number: 860-241-1024
Website:

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