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 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 86% of the manager's regulatory AUM.
NEVILLE RODIE & SHAW StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEVILLE RODIE & SHAW Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.07% | Tech | 6.16% | -0.52% | 0 | 39% | ||
| TMO | 4.13% | Health | 11.19% | 0.25% | 0 | 25% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
NEVILLE RODIE & SHAW Portfolio Concentration
NEVILLE RODIE & SHAW Location
200 MADISON AVE
NEW YORK, New York
UNITED STATES, 10016-3903
NEW YORK, New York
UNITED STATES, 10016-3903
NEVILLE RODIE & SHAW Contact Information
Phone Number: 212-725-1440
Fax Number: 212-689-8746
Website: http://www.nevrodie.com
Fax Number: 212-689-8746
Website: http://www.nevrodie.com
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