ROOSEVELT INVESTMENT Overview

Roosevelt Investment Group Inc is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 45 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 50% of the manager's regulatory AUM.

ROOSEVELT INVESTMENT StockAlpha

-4.7%
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

ROOSEVELT INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PFE 3.03% Health -5.68% -0.03% 0 34%
GOOGL 2.95% Tech -4.93% -0.08% 0 34%
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ROOSEVELT INVESTMENT Founders and Key Employees

Name Title In Position Since
Arthur H. Sheer Chairman And Cio November-1990
L. D. Sheer Co-Ceo August-2013
Adam J. Sheer Co-Ceo August-2013
Sven E. Hsia Shareholder March-2002
Donald J. Guarino Shareholder March-2002
Bernard Spear Shareholder March-2002
Tweed Roosevelt Shareholder March-2002
Robert L. Meyer Shareholder December-2006
Steven K. Weiss Chief Compliance Officer, Chief Operating Officer January-2015
James C. Rogers President October-2013
David A. Chalfin Chief Financial Officer, Managing Director January-2015
Jason M. Sheer Shareholder December-1998
Barbara A. Sheer Director January-2002

ROOSEVELT INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

ROOSEVELT INVESTMENT Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss

Roosevelt Investments manages several equity, fixed income, and balanced portfolios and the methods of analysis and risks, discussed below, may not necessarily apply to our management of any particular client’s account or investment product. The specific investment strategies and risks associated with a client’s account may be described in more detail in presentations, investment guidelines, marketing materials, and other documents provided, or discussions held, with that client or investment guidelines provided by the client (or in the case of Wrap Accounts, provided in the Wrap Sponsor’s brochure or other program documentation).

Our Investment Process

As previously discussed in Item 4, our portfolio managers and analysts have experience researching and investing in many types of securities and asset classes, including equity and preferred securities,



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ROOSEVELT INVESTMENT Portfolio Concentration

ROOSEVELT INVESTMENT Location

730 THIRD AVENUE, 23RD FLOOR
NEW YORK, New York
UNITED STATES, 10017

ROOSEVELT INVESTMENT Contact Information

Phone Number: 646-452-6700
Fax Number: 212-599-1916
Website:

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