FUND EVALUATION GROUP Overview
Fund Evaluation Group Llc is an investment advisor that manages 5 BN dollars in regulatory AUM and has 112 employees, of which 80 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/05 to 12/31/22. The fund's latest filing disclosed 780MM in positions, representing 15% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/05 to 12/31/22. The fund's latest filing disclosed 780MM in positions, representing 15% of the manager's regulatory AUM.
FUND EVALUATION GROUP StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
FUND EVALUATION GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 52.26% | ETF | 4.34% | 0.01% | 0 | 16% | ||
| SCHG | 22.73% | ETF | 14.94% | 2.23% | 2 | 3% | ||
|
Get the Full Report |
||||||||
FEATURED IN
FUND EVALUATION GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Scott B. Harsh | Managing Principal/President/Ceo & Director | April-2002 |
| Bruce A. Benjamin | Managing Principal & Director | September-2005 |
| Gary R. Price | Managing Principal | September-2005 |
| Michael C. Stonecipher | Managing Principal & Director | September-2005 |
| Rebecca S. Wood | Managing Principal | September-2005 |
| William A. Hummel | Managing Principal | September-2005 |
| Anthony L. Festa | Managing Principal | September-2005 |
| Richard M. Grzymajlo | Managing Principal | September-2005 |
| Robert D. Jennings | Managing Principal & Director | September-2005 |
| Susan E. Fasig | Managing Principal | September-2005 |
| Mary T. Bascom | Chief Financial Officer | January-2004 |
| Christopher M. Meyer | Managing Principal | September-2005 |
| James A. Lenahan | Managing Principal | January-2009 |
| Michael J. Oyster | Managing Principal | January-2009 |
| Gregory M. Dowling | Managing Principal & Director | January-2009 |
| William G. Goslee | Managing Principal | September-2010 |
| Maureen K. Kiefer-Goldenberg | Vice President And Chief Compliance Officer | January-2011 |
| Nolan M. Bean | Managing Principal | October-2011 |
| John F. Labmeier | General Counsel | January-2012 |
FUND EVALUATION GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FUND EVALUATION GROUP Investment Strategy
Item 8-Method of Analysis, Investment Strategies and Risk of Loss
FEG’s investment philosophy serves as the basis for the investment solutions we provide our clients and is predicated upon the following four philosophical tenets:
• Investment decisions should be made with a long-term perspective
• Valuation considerations should drive investment decisions
• Portfolios should be constructed to achieve diversification by global risks
• Skillful active management has the potential to add value
Portfolio Design
We take a broad-based view of asset allocation, with investments generally falling into one of four asset categories: global equity, global fixed income, real assets and diversifying strategies. Each category serves a specific role within a portfolio. An allocation to all four categories provides diversification to major market risk factors and provides a high-level framework to view the exposures within the portfolio...
Get the Full Report
FEG’s investment philosophy serves as the basis for the investment solutions we provide our clients and is predicated upon the following four philosophical tenets:
• Investment decisions should be made with a long-term perspective
• Valuation considerations should drive investment decisions
• Portfolios should be constructed to achieve diversification by global risks
• Skillful active management has the potential to add value
Portfolio Design
We take a broad-based view of asset allocation, with investments generally falling into one of four asset categories: global equity, global fixed income, real assets and diversifying strategies. Each category serves a specific role within a portfolio. An allocation to all four categories provides diversification to major market risk factors and provides a high-level framework to view the exposures within the portfolio...
Get the Full Report
FUND EVALUATION GROUP Portfolio Concentration
FUND EVALUATION GROUP Location
201 EAST FIFTH STREET
SUITE 1600
CINCINNATI, Ohio
UNITED STATES, 45202
SUITE 1600
CINCINNATI, Ohio
UNITED STATES, 45202
FUND EVALUATION GROUP Contact Information
Phone Number: 513-977-4400
Fax Number: 513-977-4430
Website: https://www.feg.com
Fax Number: 513-977-4430
Website: https://www.feg.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
