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 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 3% of the manager's regulatory AUM.

LIBERTY MUTUAL GROUP StockAlpha

-3.2%
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

LIBERTY MUTUAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 6.82% ETF -3.24% -0.3% 0 3%
SPY 4.67% ETF 4.09% 0% 0 29%
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FEATURED IN
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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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LIBERTY MUTUAL GROUP Portfolio Concentration

LIBERTY MUTUAL GROUP Location

157 BERKELEY STREET
BOSTON, Massachusetts
UNITED STATES, 02116

LIBERTY MUTUAL GROUP Contact Information

Phone Number: 617-357-9500
Fax Number: 617-574-6984
Website:

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