HABERER REGISTERED Overview

Haberer Registered Investment Advisor Inc is an investment advisor that manages 314 MM dollars in regulatory AUM and has 11 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 03/31/15. The fund's latest filing disclosed 165MM in positions, representing 53% of the manager's regulatory AUM.

HABERER REGISTERED StockAlpha

-2.6%
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

HABERER REGISTERED 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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HABERER REGISTERED Founders and Key Employees

Name Title In Position Since
Gregory A. Smith President, Treasurer And Managing Director, Board Member July-2013
Adonis A. Caneris Vp, Secretary, Sr. Wealth Advisor, Chief Compliance Officer July-2013
Christian R. Wing Vp, Sr. Portfolio Manager, Chief Investment Officer And Board Member October-2013
Joseph L. Rezabek Haberer Board Member February-2014

HABERER REGISTERED Brokers, Custodians, Auditors and Administrators

Type Company

HABERER REGISTERED Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies:

Haberer’s main investment strategy or philosophy is to be a manager of “quality core”
large-cap stocks using these methods:

• Large-cap market/industry leaders in strong sectors (industries) – large-cap means the larger companies in a sector. It refers to the “capitalization” of a company which is the shares outstanding times the price of the stock;
• Use both top-down and bottom-up research. Top-down means thinking about the big picture of the overall economy and what should do well in the current economic environment. Bottom-up research means investing in stocks that are fundamentally attractive regardless of the industry;



10 3/13/15

• Theme driven focus – We look to identify and exploit “themes” in the lar...
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HABERER REGISTERED Portfolio Concentration

HABERER REGISTERED Location

201 E FIFTH ST
SUITE 1100
CINCINNATI, Ohio
UNITED STATES, 45202

HABERER REGISTERED Contact Information

Phone Number: 513-381-8200
Fax Number: 513-345-6347
Website:

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