FOCUSED INVESTORS LLC Overview

Focused Investors Llc is an investment advisor that manages 2.9 BN dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 87% of the manager's regulatory AUM.

FOCUSED INVESTORS LLC StockAlpha

+0.3%
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

FOCUSED INVESTORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CVS 6.32% Cons. Staples -12.35% -0.47% 0 25%
JNJ 6.19% Health -4.57% -0.04% 0 34%
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FEATURED IN
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FOCUSED INVESTORS LLC Founders and Key Employees

Name Title In Position Since
Bruce G. Veaco Managing Member February-2006
Nugroho Soeharto Managing Member March-2008
Michael Kromm Chief Operating Officer/Chief Compliance Officer June-2008

FOCUSED INVESTORS LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

FOCUSED INVESTORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investment Strategy
Focused Investors’ investment strategy is to construct a model portfolio based on the following principles and then use that model portfolio to manage all client accounts including the Fund:

- Invest in high-quality companies operated by competent, shareholder-oriented management;
- Concentrate portfolios in Focused Investors’ best investment ideas;
- Invest in companies whose share prices are 20% to 40% below the value of the companies’
underlying asset values (i.e., intrinsic value) thereby providing a margin of safety;
- Sell companies when their share prices approach the companies’ intrinsic values;
- Use a long-term perspective when making investment decisions;
- Invest in companies whose businesses can be readily understood.

Focused Investors generally adheres to the following guidelines when constructing its model portfolio:...
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FOCUSED INVESTORS LLC Portfolio Concentration

FOCUSED INVESTORS LLC Location

9777 WILSHIRE BOULEVARD
SUITE 910
BEVERLY HILLS, California
UNITED STATES, 90212-1902

FOCUSED INVESTORS LLC Contact Information

Phone Number: 310-734-1200
Fax Number: 310-734-1201
Website:

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