NATIONAL INVESTMENT Overview

National Investment Services Inc is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 30 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 89MM in positions, representing 2% of the manager's regulatory AUM.

NATIONAL INVESTMENT StockAlpha

-0.4%
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

NATIONAL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MPC 3.88% Energy 18.74% 0.51% 0 13%
DAL 3.8% Industrials 23.3% 0.57% 0 22%
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FEATURED IN
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NATIONAL INVESTMENT Founders and Key Employees

Name Title In Position Since
Larry H. Haslee Vice President, Chief Compliance Officer January-1994
Robert P. Brooks Chief Executive Officer/Director December-2000
Kent J. White Senior Vice President, Chief Investment Officer December-2000
Norman E. Sidler Principal/Managing Partner July-2014
Bartlett J. Mccartin Principal/Managing Partner July-2014
John P. Fremgen Principal/Managing Partner July-2014
Tyler J. Pullen Vp- Chief Equity Officer January-2015

NATIONAL INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

NATIONAL INVESTMENT Investment Strategy

Item 8 Methods of Analysis, Investment Strategies, and Risk of Loss


Investing in securities involves the risk of loss of your investment. You should be prepared to bear that risk.

A. Analysis and Strategies

Fixed Income Strategies

Our fixed income portfolios typically include the following types of securities:

 U.S. Treasury and agency securities
 Domestic and international investment grade and high yield corporate securities
 Mortgage-backed securities
 Asset-backed securities
 Municipal securities
 Preferred stock

Our fixed income investment philosophy is based on fundamental economic analysis, technical interest rate analysis, structure optionality analysis, and credit research. Our economic outlook leads to strategy decisions that reflect our views on interest rates, trends in volatility, and relative value among market sectors.

The primary methods we u...
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NATIONAL INVESTMENT Portfolio Concentration

NATIONAL INVESTMENT Location

777 E. WISCONSIN AVENUE
SUITE 2350
MILWAUKEE, Wisconsin
UNITED STATES, 53202-5310

NATIONAL INVESTMENT Contact Information

Phone Number: 414-765-1980
Fax Number: 414-765-1998
Website:

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