Klingenstein Fields & Company Llc is an investment advisor that manages 3.2 BN dollars in regulatory AUM and has 30 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 2BN in positions, representing 66% of the manager's regulatory AUM.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

KLINGENSTEIN FIELDS & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DIS 9.08% Cons. Disc. -3.19% -0.34% 0 30%
PEP 6.62% Cons. Staples 1.36% 0.37% 0 29%
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KLINGENSTEIN FIELDS & Founders and Key Employees

Name Title In Position Since
Frederick Klingenstein Member, Chairman Emeritus January-2013
Kenneth Fields Member, Co-Chairman January-2009
John Klingenstein Member January-1989
Susan Curry Member, Sr. Vice President, Coo January-1999
Kenneth Pollinger Member, Co-Chairman, Ceo January-2013
Jonathan Roberts Member, Sr. Vp, Chief Compliance Officer January-1993
James Fields Member, President January-2009
Colleen M. Jones Member, Sr. Vice President January-2005

KLINGENSTEIN FIELDS & Brokers, Custodians, Auditors and Administrators

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

KLINGENSTEIN FIELDS & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

KF&Co provides ongoing advice and supervision over client accounts regarding both equity and fixed income securities. These activities are primarily based upon fundamental research and an analysis of general economic, business and market conditions. We have access to a wide range of information and analyses from both large and small investment research providers, some of whom are affiliated with broker dealers or other financial institutions. KF&Co also maintains access to primary and secondary sources of
information, regularly meets with company managements and, on occasion, visits and inspects the facilities of certain issuers of securities in which it invests client assets. KF&Co’s portfolio managers and research team monitor and assess current holdings and a range of prospective investments on an ongoing basis.

For the majority of our clients, we follow a long-term investment approach t...
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KLINGENSTEIN FIELDS & Portfolio Concentration


SUITE 1700
NEW YORK, New York
UNITED STATES, 10017-5529

KLINGENSTEIN FIELDS & Contact Information

Phone Number: 212-492-7000
Fax Number: 212-492-7007



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