GLUSKIN SHEFF & ASSOC Overview

Gluskin Sheff & Assoc Inc is an investment advisor that manages 7.8 BN dollars in regulatory AUM and has 127 employees, of which 32 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 14% of the manager's regulatory AUM.

GLUSKIN SHEFF & ASSOC StockAlpha

-0.5%
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

GLUSKIN SHEFF & ASSOC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSG 6.35% Cons. Disc. 1.06% 0.01% 2 3%
JPM 5.33% Financials 23.43% 0.18% 0 35%
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FEATURED IN
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GLUSKIN SHEFF & ASSOC Founders and Key Employees

Name Title In Position Since
Jeremy M. Freedman President & Chief Executive Officer January-2010
William R. Webb Executive Vp & Chief Investment Officer December-2009
Jeffrey W. Moody Senior Executive Vp - Investments & Client Service February-2014
David R. Morris Chief Financial Officer September-2010
Amy J. Aubin Chief Compliance Officer March-2012
Jim D. Bantis Executive Vp, Risk Management & Client Service February-2014
Antony H. Solomon Executive Vp, Investments February-2014
Peter A. Zaltz Executive Vp & Head Of Fixed Income August-2014

GLUSKIN SHEFF & ASSOC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

GLUSKIN SHEFF & ASSOC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Gluskin Sheff’s security analysis methods include:
 Charting
 Fundamental
 Technical
 Cyclical

Gluskin Sheff’s investment strategies include:
 Long term purchases (securities held at least a year)
 Short term purchases (securities sold within a year)
 Trading (securities sold within 30 days)
 Short sales
 Margin transactions
 Option writing, including covered options, uncovered options or spreading strategies
 Use of derivatives to hedge risk or enhance yield

All investments, including mutual funds and pooled funds, carry the risk of losing money. The value of these investments will fluctuate from day to day, reflecting changes in interest rates, the economic environment, market conditions and company news. As a result, the value of your investments may increase or decrease. Unlike ban...
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GLUSKIN SHEFF & ASSOC Portfolio Concentration

GLUSKIN SHEFF & ASSOC Location

333 BAY STREET
SUITE 5100, BAY ADELAIDE CENTRE
TORONTO ON, CANADA, M5H 2R2

GLUSKIN SHEFF & ASSOC Contact Information

Phone Number: 416-681-6000
Fax Number: 416-681-6060
Website:

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