FRIEDBERG INVESTMENT Overview

Friedberg Investment Management is an investment advisor that manages 307.7 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 232MM in positions, representing 75% of the manager's regulatory AUM.

FRIEDBERG INVESTMENT StockAlpha

-7.2%
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

FRIEDBERG INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MMP 3.95% Energy -0.06% -0.24% 0 8%
COR 3.65% Financials -5.15% -0.63% 0 6%
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FEATURED IN
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FRIEDBERG INVESTMENT Founders and Key Employees

Name Title In Position Since
Jeffrey L. Friedberg President July-1978
Jonathan G. Reichek Vice President January-2013
Mona E. Tanner Office Administrator / Research Associate / Chief Compliance Officer January-2013
Tiffany S. Kent Vice President August-2014

FRIEDBERG INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

FRIEDBERG INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

FIM uses fundamental and technical methods of analysis in determining which stocks are appropriate for
our clients. In selecting appropriate investments for our clients, we also use asset allocation methods based on the Modern Portfolio Theory.

 Fundamental analysis entails the study of the various financial and operational metrics of a given company in order to determine the likely direction and magnitude of future profitability and the market valuation of that company.
 Technical analysis involves the analysis of past stock price/volume data to make an assessment of the supply/demand situation for a given security.
 Modern Portfolio Theory (MPT) is the theory of investment which attempts to maximize portfolio expected return for a given amount of portfolio risk, or equivalently minimize risk for a given level of
expected return, by carefully diversifying the proportions of var...
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FRIEDBERG INVESTMENT Portfolio Concentration

FRIEDBERG INVESTMENT Location

1717 ST. JAMES PLACE
SUITE 675
HOUSTON, Texas
UNITED STATES, 77056-3474

FRIEDBERG INVESTMENT Contact Information

Phone Number: 713-622-2332
Fax Number: 713-622-3332
Website:

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