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 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 100% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 100% of the manager's regulatory AUM.
FOCUSED INVESTORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FOCUSED INVESTORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ELV | 7.47% | Health | 2.58% | 0.14% | 0 | 21% | ||
| JNJ | 7.15% | Health | 4.01% | 0.25% | 0 | 40% | ||
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FEATURED IN
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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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
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: http://www.focusedinvestors.com/
Fax Number: 310-734-1201
Website: http://www.focusedinvestors.com/
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