NEVILLE RODIE & SHAW Overview

Neville Rodie & Shaw Inc is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 17 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 850MM in positions, representing 57% of the manager's regulatory AUM.

NEVILLE RODIE & SHAW StockAlpha

-2.3%
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

NEVILLE RODIE & SHAW Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 6.82% Energy 0.61% -0.28% 0 29%
AAPL 4.21% Tech -2.29% 0.01% 0 42%
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NEVILLE RODIE & SHAW Founders and Key Employees

Name Title In Position Since
Charles B. Johnson President March-2008
Neil P. Nejame Treasurer, Vice President March-2008
Joan E. Mcgreevy Vice President June-2002
Sheila N. Scott Vice President June-2002
Edwin F. Legard Vice President June-2002
Frank J. Anastasi Chief Compliance Officer / Vice President June-2004
Mark A. Traver Vice President January-2007
Jeffrey N. Coe Vice President March-2013

NEVILLE RODIE & SHAW Brokers, Custodians, Auditors and Administrators

Type Company

NEVILLE RODIE & SHAW Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Within the context of investment policy suited to client needs and objectives and to perceived economic conditions, the strategy generally emphasizes the selection, based on our analysis, of high quality, attractively valued common stocks bought to hold for the long- term, supplemented as deemed appropriate by bonds (convertible, tax-exempt or taxable), notes, preferred stocks, money market funds, mutual funds or ETFs.

For equity portions of a portfolio, NRS utilizes fundamental analysis. Fundamental analysis of potential common stock opportunities starts at the industry or company level. NRS believes it is essential to long-term investment success to not restrict the universe of equity opportunities. NRS is a strong adherent that rewarding investments can be found in a variety of geographic areas, diverse industry groups and within all capitalization
categories. Consistent with this doctrine, NRS be...
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NEVILLE RODIE & SHAW Portfolio Concentration

NEVILLE RODIE & SHAW Location

200 MADISON AVE
NEW YORK, New York
UNITED STATES, 10016-3903

NEVILLE RODIE & SHAW Contact Information

Phone Number: 212-725-1440
Fax Number: 212-689-8746
Website:

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