INVERNESS COUNSEL LLC Overview

Inverness Counsel Llc is an investment advisor that manages 2.6 BN dollars in regulatory AUM and has 31 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 48% of the manager's regulatory AUM.

INVERNESS COUNSEL LLC StockAlpha

-1.5%
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
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

INVERNESS COUNSEL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ROP 10.85% Industrials 0.62% -0.91% 1 6%
CSL 7.13% Industrials 11.46% 0.21% 2 9%
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FEATURED IN
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INVERNESS COUNSEL LLC Founders and Key Employees

Name Title In Position Since
Robert B. Deans Senior Vice President, Manager December-2010
Philip S. Lawrence Member, President, Ceo December-2010
David W. Laughlin Member, Chairman, Manager December-2010
Charles Riviezzo Manager, Chief Compliance Officer December-2010

INVERNESS COUNSEL LLC Brokers, Custodians, Auditors and Administrators

Type Company

INVERNESS COUNSEL LLC Investment Strategy

INVERNESS COUNSEL LLC Portfolio Concentration

INVERNESS COUNSEL LLC Location

845 THIRD AVENUE
8TH FLOOR
NEW YORK, New York
UNITED STATES, 10022-6601

INVERNESS COUNSEL LLC Contact Information

Phone Number: 212-207-2100
Fax Number: 212-207-2165
Website:

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