F-SQUARED INVESTMENT Overview

F-squared Investment Management Llc is an investment advisor that manages 20.8 MM dollars in regulatory AUM and has 110 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 06/30/15. The fund's latest filing disclosed 2BN in positions, representing 7435% of the manager's regulatory AUM.

F-SQUARED INVESTMENT StockAlpha

-4.2%
Top 25%
2.75yr StockAlpha Register for more...

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

F-SQUARED INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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F-SQUARED INVESTMENT Founders and Key Employees

Name Title In Position Since
Deborah L. Deskavich Coo, Cfo June-2009
Stephen J. Ricci Elected Manager December-2009
Laura P. Dagan Ceo And Elected Manager November-2014
Thomas F. Mann Elected Manager July-2011
Kara J. Brown Chief Compliance Officer And Counsel April-2013
Edward D'Alelio Elected Manager December-2014
Sharon French Chief Distribution Officer March-2015
James T. Celico Chief Investment Solutions Officer March-2015

F-SQUARED INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

F-SQUARED INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss…………………………………………… Page 7
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F-SQUARED INVESTMENT Portfolio Concentration

F-SQUARED INVESTMENT Location

80 WILLIAM STREET
SUITE 400
WELLESLEY, Massachusetts
UNITED STATES, 02481

F-SQUARED INVESTMENT Contact Information

Phone Number: (781) 772-2777
Fax Number: (781) 772-2780
Website:

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