PHOENIX INVESTMENT Overview

Phoenix Investment Adviser Llc is a hedge fund that manages 1.2 BN dollars in regulatory AUM and has 22 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 57MM in positions, representing 5% of the manager's regulatory AUM.

PHOENIX INVESTMENT StockAlpha

-7.5%
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

PHOENIX INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NRF 34.34% Financials 20.72% -0.38% 1 4%
HK 10.19% Financials -11.51% -4.65% 1 2%
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FEATURED IN
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PHOENIX INVESTMENT Founders and Key Employees

Name Title In Position Since
Jeffrey L. Peskind Chief Executive Officer, Chief Investment Officer, Senior Managing Director May-2003
Robert A. Youree Chief Financial Officer, Managing Director March-2005
Michael J. Donoghue President, Managing Director April-2006
Jeffrey S. Schultz Chief Legal Officer, Chief Compliance Officer May-2013
Andrew . Cray Managing Director September-2005

PHOENIX INVESTMENT Brokers, Custodians, Auditors and Administrators

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

PHOENIX INVESTMENT Investment Strategy

PHOENIX INVESTMENT Portfolio Concentration

PHOENIX INVESTMENT Location

420 LEXINGTON AVENUE
SUITE 2040
NEW YORK, New York
UNITED STATES, 10170

PHOENIX INVESTMENT Contact Information

Phone Number: 212-359-6230
Fax Number: DECEMBER
Website:

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