S& COMPANY INC Overview

S& Company Inc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 13 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 666MM in positions, representing 49% of the manager's regulatory AUM.

S& COMPANY INC StockAlpha

-1.7%
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

S& COMPANY INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CHD 5.13% Cons. Staples -9.04% -0.23% 0 10%
ECL 4.34% Materials -3.97% -0.36% 0 8%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

S& COMPANY INC Founders and Key Employees

Name Title In Position Since
George Lewis Director April-1988
Neil L. Thompson Director, Chairman & President January-1996
Iii A. Webb Director, Chief Compliance Officer, Treasurer And Clerk October-2004
Mitchell Jerrold Director January-2009
George W. Saltonstall Director January-2011
Matthew E. Megargel Director And Assistant Clerk July-2014

S& COMPANY INC Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

S& COMPANY INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Page 4
Item 8(A) Methods of Analysis

SCI’s Investment Committee (the “Committee”), which consists of Neil L. Thompson, George Lewis, Alexander Webb, III Matthew E. Megargel and Jerrold Mitchell, plays the primary role in making investment decisions for SCI. The Committee employs generally accepted methods of economic, market and security research, including fundamental, technical, qualitative and quantitative analysis. Many sources of information are reviewed, including independent investment advisory reports, brokerage reports, company and industry publications and press releases, company visits, SEC filings, prospectuses, financial newspapers, magazines and web sites. Committee members also draw on personal contacts established during their long careers in the investment management business. In the course of its analysis, the Committee’s focus is on capital appreciation a...
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S& COMPANY INC Portfolio Concentration

S& COMPANY INC Location

50 CONGRESS STREET, ROOM 800
BOSTON, Massachusetts
UNITED STATES, 02109

S& COMPANY INC Contact Information

Phone Number: 617-227-8660
Fax Number: 617-227-4470
Website:

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