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 09/30/16. The fund's latest filing disclosed 552MM in positions, representing 61% of the manager's regulatory AUM.

FIRST LONG ISLAND StockAlpha

-1.7%
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

FIRST LONG ISLAND Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 4.33% Cons. Disc. -11.58% -0.59% 0 32%
MSFT 3.83% Tech 3.56% 0.24% 0 36%
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FEATURED IN
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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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FIRST LONG ISLAND Portfolio Concentration

FIRST LONG ISLAND Location

ONE JERICHO PLAZA
SUITE 201
JERICHO, New York
UNITED STATES, 11753

FIRST LONG ISLAND Contact Information

Phone Number: 516-935-1200
Fax Number: 516-935-1274
Website:

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