KLINGENSTEIN FIELDS & Overview
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 12/31/19. The fund's latest filing disclosed 2BN in positions, representing 62% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 2BN in positions, representing 62% of the manager's regulatory AUM.
KLINGENSTEIN FIELDS & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KLINGENSTEIN FIELDS & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DIS | 5.79% | Cons. Disc. | -31.15% | -0.89% | 0 | 27% | ||
| JNJ | 4.5% | Health | -3.58% | 0.23% | 0 | 29% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
KLINGENSTEIN FIELDS & Portfolio Concentration
KLINGENSTEIN FIELDS & Location
125 PARK AVENUE
SUITE 1700
NEW YORK, New York
UNITED STATES, 10017-5529
SUITE 1700
NEW YORK, New York
UNITED STATES, 10017-5529
KLINGENSTEIN FIELDS & Contact Information
Phone Number: 212-492-7000
Fax Number: 212-492-7007
Website: http://www.klingenstein.com
Fax Number: 212-492-7007
Website: http://www.klingenstein.com
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