FIRST LONG ISLAND Overview
First Long Island Investors Llc is an investment advisor that manages 906.9 MM dollars in regulatory AUM and has 14 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 09/30/21. The fund's latest filing disclosed 901MM in positions, representing 99% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 09/30/21. The fund's latest filing disclosed 901MM in positions, representing 99% of the manager's regulatory AUM.
FIRST LONG ISLAND StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIRST LONG ISLAND Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UNH | 6.54% | Health | 8.46% | -0.47% | 0 | 30% | ||
| ADP | 5.41% | Tech | 16.78% | 0.36% | 0 | 20% | ||
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FEATURED IN
FIRST LONG ISLAND Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bruce A. Siegel | Executive Vice President General Counsel, Chief Compliance Officer | August-1998 |
| Stephen J. Juchem | Chief Financial Officer & Senior Vice President | January-2001 |
| Robert D. Rosenthal | Manager, Chairman And Chief Executive Officer | August-1998 |
| Ralph F. Palleschi | President And Chief Operating Officer | June-1999 |
FIRST LONG ISLAND Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
FIRST LONG ISLAND Investment Strategy
Item 8. Methods of Analysis
Clients' assets are generally invested in separately managed accounts or in partnerships. Separately managed accounts invest in equities or fixed income. Equities are invested in what we call a “core” strategy and a “dividend growth” strategy. The core strategy entails fundamental research conducted by a sub- committee of our investment committee applied to a universe of stocks held by investment managers to whom we allocate assets for management. We typically hold 20-25 positions in this strategy. All investments in securities involve the risk of loss that clients should be prepared to bear.
Our dividend growth strategy generally holds 25 large-cap companies that are diversified by industry, financially sound (based upon ratings by ratings providers and our judgment), pay an average dividend of approximately 3% per year (as of the date of this brochure), and have generally raised their dividends at least o...
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Clients' assets are generally invested in separately managed accounts or in partnerships. Separately managed accounts invest in equities or fixed income. Equities are invested in what we call a “core” strategy and a “dividend growth” strategy. The core strategy entails fundamental research conducted by a sub- committee of our investment committee applied to a universe of stocks held by investment managers to whom we allocate assets for management. We typically hold 20-25 positions in this strategy. All investments in securities involve the risk of loss that clients should be prepared to bear.
Our dividend growth strategy generally holds 25 large-cap companies that are diversified by industry, financially sound (based upon ratings by ratings providers and our judgment), pay an average dividend of approximately 3% per year (as of the date of this brochure), and have generally raised their dividends at least o...
Unlock Full Investment Process Description
FIRST LONG ISLAND Portfolio Concentration
FIRST LONG ISLAND Location
ONE JERICHO PLAZA
SUITE 201
JERICHO, New York
UNITED STATES, 11753
SUITE 201
JERICHO, New York
UNITED STATES, 11753
FIRST LONG ISLAND Contact Information
Phone Number: 516-935-1200
Fax Number: 516-935-1274
Website: http://www.fliinvestors.com
Fax Number: 516-935-1274
Website: http://www.fliinvestors.com
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