QUOTIENT INVESTORS Overview

Quotient Investors Llc is a hedge fund that manages 495.6 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 155MM in positions, representing 31% of the manager's regulatory AUM.

QUOTIENT INVESTORS StockAlpha

-2.1%
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

QUOTIENT INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.69% Tech 1.31% -0.03% 0 42%
MSFT 2.77% Tech 8.31% 0.17% 0 36%
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FEATURED IN
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QUOTIENT INVESTORS Founders and Key Employees

Name Title In Position Since
Julia M. Peter-Kerr Managing Member December-2007
William Yost Managing Member / Head Of Portfolio Management And Trading February-2008
Andre Bertolotti Managing Member / Chief Investment Officer February-2008
Francisco X. Lopez Chief Compliance Officer And Director Of Portfolio Administration August-2014

QUOTIENT INVESTORS Brokers, Custodians, Auditors and Administrators

Type Company

QUOTIENT INVESTORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Portfolios are managed against value, growth, core, all-cap, large-cap, small-cap, and micro-cap bench- mark indices maintained by Russell Investments, a part of the London Stock Exchange Group. Quotient Investors uses a quantitative and systematic investment process that integrates intra-industry alpha fore- casts with systematic risk control and low impact algorithmic trading. The process is designed to control risk and generate return through stock selection. 56 intra-industry alpha models identify the price drivers unique to companies within an industry. The models incorporate value, relative value, growth, earnings growth, quality growth, momentum, ESG and custom factors.

Stock selection is driven by Quotient Investors’ insights into the valuation of companies operating within an industry. In total, there is a unique valuation model for each of the 56 industries in the U.S. equity market.
Uniq...
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QUOTIENT INVESTORS Portfolio Concentration

QUOTIENT INVESTORS Location

12 EAST 41ST STREET
SUITE 1101
NEW YORK, New York
UNITED STATES, 10017

QUOTIENT INVESTORS Contact Information

Phone Number: 212 685-4811
Fax Number: 212 685-4707
Website:

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