Opus Investment Management Inc is an investment advisor that manages 9 BN dollars in regulatory AUM and has 26 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 654MM in positions, representing 7% of the manager's regulatory AUM.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OPUS INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 30.37% ETF 8.87% -0.05% 0 11%
VYM 4.48% ETF 6.94% -0.08% 0 5%
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OPUS INVESTMENT Founders and Key Employees

Name Title In Position Since
Scott C. Hyney Vice President April-1993
Ann K. Tripp Director & President March-2006
Donald P. Wayman V.P., Secretary & Chief Compliance Officer March-2007
Nathaniel B. Chamberlain Vice President April-2001
Richard J. Litchfield Vice President April-1998
David B. Greenfield Director And Executive Chairman Of The Board September-2011
Charles F. Cronin Director March-2011

OPUS INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

OPUS INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Opus’ fixed income investment strategy includes investing in a variety of instruments such as US Treasury and Agency bonds; corporate debt; state and political sub-division obligations; residential and commercial mortgage-backed securities; and other asset- backed securities. On a limited basis for clients that seek exposure to the equity market we recommend mutual funds and exchange traded funds, primarily indexed rather than actively managed.

Our methods of analysis include:

*Fundamental credit analysis, including an in-depth evaluation of each issuer in terms of the nature of the business and its history, the nature of the industry, the historical and expected financial results (income statement, balance sheet, funds statement) and related ratio analysis, financing plans, quality and depth of management.

*Security analysis, including prepayment options, affirmative and negativ...
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OPUS INVESTMENT Portfolio Concentration


WORCESTER, Massachusetts
UNITED STATES, 01653-0002

OPUS INVESTMENT Contact Information

Phone Number: 508-855-3008
Fax Number: 508-855-4846



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