LIBERTY MUTUAL GROUP Overview
Liberty Mutual Group Asset Management Inc. is an investment advisor that manages 83 BN dollars in regulatory AUM and has 200 employees, of which 70 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/11 to 12/31/18. The fund's latest filing disclosed 3BN in positions, representing 3% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/11 to 12/31/18. The fund's latest filing disclosed 3BN in positions, representing 3% of the manager's regulatory AUM.
LIBERTY MUTUAL GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LIBERTY MUTUAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 25.59% | ETF | 13.47% | 0% | 0 | 33% | ||
| LQD | 17.86% | ETF | 4.16% | -0.07% | 0 | 4% | ||
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FEATURED IN
LIBERTY MUTUAL GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dennis J. Langwell | Director | April-2011 |
| Scott D. Fitzhenry | Chief Compliance Officer | April-2011 |
| David G. Hayter | Treasurer, Asst. Secretary & Chief Operations Officer | April-2011 |
| Anthony A. Fontanes | Director, Chief Executive Officer & President | April-2011 |
| David H. Long | Director & Chairman Of The Board | April-2011 |
| Dexter R. Legg | Director & Secretary | January-2012 |
| James F. Kelleher | Director | January-2013 |
| Michael P. Russell | Chief Financial Officer | October-2011 |
| Neeti Bhalla | Executive Vice President | September-2013 |
LIBERTY MUTUAL GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LIBERTY MUTUAL GROUP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Philosophy
The Adviser’s investment strategy is to seek long-term returns through disciplined security selection, portfolio diversity and an integrated approach to risk management. We select and monitor investments to balance the goals of safety, stability, liquidity, growth and after-tax total return with our clients’ need to comply with insurance regulatory investment requirements. Our core investments are broadly based investment grade fixed income investments, supplemented by investments in additional asset types with the objective of further enhancing portfolio diversification and expected returns. These additional asset types include commercial mortgages and other real estate financing investments, non-investment grade bonds, syndicated bank loans, common and preferred stock, private equity, special situations, tactical opportunities, real estate and direct investments in metals and mini...
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Investment Philosophy
The Adviser’s investment strategy is to seek long-term returns through disciplined security selection, portfolio diversity and an integrated approach to risk management. We select and monitor investments to balance the goals of safety, stability, liquidity, growth and after-tax total return with our clients’ need to comply with insurance regulatory investment requirements. Our core investments are broadly based investment grade fixed income investments, supplemented by investments in additional asset types with the objective of further enhancing portfolio diversification and expected returns. These additional asset types include commercial mortgages and other real estate financing investments, non-investment grade bonds, syndicated bank loans, common and preferred stock, private equity, special situations, tactical opportunities, real estate and direct investments in metals and mini...
Unlock Full Investment Process Description
LIBERTY MUTUAL GROUP Portfolio Concentration
LIBERTY MUTUAL GROUP Location
157 BERKELEY STREET
BOSTON, Massachusetts
UNITED STATES, 02116
BOSTON, Massachusetts
UNITED STATES, 02116
LIBERTY MUTUAL GROUP Contact Information
Phone Number: 617-357-9500
Fax Number: 617-574-6984
Website: null
Fax Number: 617-574-6984
Website: null
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