INDEPENDENT Overview

Independent Investors Inc is an investment advisor that manages 246.8 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 216MM in positions, representing 88% of the manager's regulatory AUM.

INDEPENDENT StockAlpha

-1.9%
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

INDEPENDENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 21.98% Tech 1.31% -0.15% 0 42%
JNJ 5.32% Health -4.31% -0.04% 0 34%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

INDEPENDENT Founders and Key Employees

Name Title In Position Since
Margaret E. Moloney President, Chief Compliance Officer August-1991
Elizabeth A. Moloney Owner September-2014
Denise E. Moloney Secretary September-2014
Kevin P. Moloney Treasurer September-2014

INDEPENDENT Brokers, Custodians, Auditors and Administrators

Type Company

INDEPENDENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Independent Investors, Inc. employs three portfolio managers along with additional research staff, all of whom participate in analysis of the securities utilized in client portfolios. While we focus mainly on fundamental analysis, we do utilize research materials prepared by outside firms, including technical analysis and charting. The sources of information we utilize in our



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INDEPENDENT Portfolio Concentration

INDEPENDENT Location

181 SMITHTOWN BLVD
NESCONSET, New York
UNITED STATES, 11767

INDEPENDENT Contact Information

Phone Number: 631-979-2142
Fax Number: 631-979-2146
Website:

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