MANNING & NAPIER Overview

Manning & Napier Advisors Llc is an investment advisor that manages 47.8 BN dollars in regulatory AUM and has 417 employees, of which 238 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 16BN in positions, representing 34% of the manager's regulatory AUM.

MANNING & NAPIER StockAlpha

-5.8%
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

MANNING & NAPIER Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MDT 3.56% Health -16.66% -0.42% 1 20%
UL 3.15% Cons. Staples -15.6% -0.33% 9 5%
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FEATURED IN
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MANNING & NAPIER Founders and Key Employees

Name Title In Position Since
B R. Auspitz Executive Vice President/ Chief Compliance Officer October-2011
Beth H. Galusha Treasurer October-2011
Michelle M. Thomas Corporate Secretary October-2011
Jeffrey S. Coons President October-2011
Patrick Cunningham Chief Executive Officer October-2011
Charles H. Stamey Managing Director Of Sales October-2011
Richard B. Yates Chief Legal Officer October-2011
James E. Mikolaichik Chief Financial Officer October-2011
Ebrahim Busheri Director Of Investments March-2015

MANNING & NAPIER Brokers, Custodians, Auditors and Administrators

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

MANNING & NAPIER Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis, Investment Strategies
MNA has a research department that includes more than 80 investment professionals. Professionals are divided among (1) Overview Groups that are primarily responsible for macro research including both domestic and foreign markets, as well as contributing to

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thematic security selection; (2) Sector Groups that are primarily responsible for industry/company analysis; and (3) Portfolio Groups that are responsible for investment decisions in certain products.

All MNA products are managed by a team of research professionals. Products are managed under either an Analyst-Driven approach or a Portfolio Team-Driven approach. Analyst-Driven products are managed by a team of more than 15 analysts that comprise the Sector Groups discussed above. These analysts are responsible for stock-specific research, which drives overall asset allocation, sector, marke...
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MANNING & NAPIER Portfolio Concentration

MANNING & NAPIER Location

290 WOODCLIFF DRIVE
FAIRPORT, New York
UNITED STATES, 14450

MANNING & NAPIER Contact Information

Phone Number: 585-325-6880
Fax Number: 585-325-3266
Website:

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