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 09/30/16. The fund's latest filing disclosed 641MM in positions, representing 13% of the manager's regulatory AUM.

FUND EVALUATION GROUP StockAlpha

-9%
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

FUND EVALUATION GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DDWM 38.58% ETF -0.42% -0.48% 4084 0%
AMJ 12.97% ETF -3.87% -0.73% 1 4%
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FEATURED IN
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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...
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FUND EVALUATION GROUP Portfolio Concentration

FUND EVALUATION GROUP Location

201 EAST FIFTH STREET
SUITE 1600
CINCINNATI, Ohio
UNITED STATES, 45202

FUND EVALUATION GROUP Contact Information

Phone Number: 513-977-4400
Fax Number: 513-977-4430
Website:

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