FINANCIAL & Overview

Financial & Investment Management Group Ltd is an investment advisor that manages 825.1 MM dollars in regulatory AUM and has 31 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 305MM in positions, representing 37% of the manager's regulatory AUM.

FINANCIAL & StockAlpha

-2.3%
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

FINANCIAL & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WIW 14.35% ETF -0.66% -0.34% 16 1%
JQC 4.33% ETF 3.99% 0.06% 3 3%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

FINANCIAL & Founders and Key Employees

Name Title In Position Since
Paul H. Sutherland President December-1984
Linda M. Brzezinski Corporate Secretary May-1999
Barry A. Hyman Vice-President May-1999
Matthew R. Bohrer Treasurer / Coo/Chief Compliance Officer May-1999
Jeffrey M. Lokken Managing Director, Senior Planner July-2001

FINANCIAL & Brokers, Custodians, Auditors and Administrators

Type Company

FINANCIAL & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

FIM Group makes judgments about each client's risk tolerance, goals and objectives, time horizon and tax status. Clients are interviewed and information gathered is used to determine which type of investment program best suits their needs. Investment strategies may be based upon a number of concepts and are applied based upon the objectives of the client. Descriptions of some of the strategies that may be used follow.

Strategies used to manage client portfolios are based upon the premise that an investment's price is more volatile than its underlying, real fundamental value. FIM Group believes that returns, over time, can be increased and risks reduced by shunning investments which, in FIM Group's view, are over-priced and favoring investments that are under-priced.

Investment strategies may include long-term and short-term purchases depending upon the individual needs of a client. The concept of a...
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FINANCIAL & Portfolio Concentration

FINANCIAL & Location

111 CASS STREET
TRAVERSE CITY, Michigan
UNITED STATES, 49684

FINANCIAL & Contact Information

Phone Number: (231) 929-4500
Fax Number: (231) 995-7999
Website:

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