FUSION INVESTMENT Overview

Fusion Investment Group Llc is an investment advisor that manages 164.9 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 12/31/15. The fund's latest filing disclosed 37MM in positions, representing 23% of the manager's regulatory AUM.

FUSION INVESTMENT StockAlpha

-2.4%
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

FUSION 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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FUSION INVESTMENT Founders and Key Employees

Name Title In Position Since
Scott T. Dooley Founder/Ceo/Cio/Cco December-2008

FUSION INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro

FUSION INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies

1. The Fund

The Fund’s investment program has changed. The Fund has liquidated all of its investments and has reinvested the proceeds into a concentrated investment into Fusion Management Group, LLC (“FMG”) and a few other illiquid investments.

All investment programs have certain risks that are borne by the investor. Investments in the Fund involve a number of significant risks. The risk factors set forth in the Memoranda are those deemed by FIG and FCM to be the most significant. Prospective investors should carefully consider all risks, as
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there can be no assurance that the Fund will achieve its investment objective or avoid substantial losses. An investor should not make an investment in the Fund with the expectation of sheltering income or receiving cash distributions.
2. Private Access Program/...
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FUSION INVESTMENT Portfolio Concentration

FUSION INVESTMENT Location

429 FORBES AVE
SUITE 300
PITTSBURGH, Pennsylvania
UNITED STATES, 15219

FUSION INVESTMENT Contact Information

Phone Number: 4123253970
Fax Number: 866-728-1798
Website:

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