SANDLER O'NEILL ASSET Overview

Sandler O'neill Asset Mgmt Llc is a hedge fund that manages 1.4 BN dollars in regulatory AUM and has 25 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 788MM in positions, representing 56% of the manager's regulatory AUM.

SANDLER O'NEILL ASSET StockAlpha

+9%
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

SANDLER O'NEILL ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
C 3.78% Financials 19% -0.14% 0 24%
BAC 2.55% Financials 36.16% 0.36% 0 29%
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FEATURED IN
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SANDLER O'NEILL ASSET Founders and Key Employees

Name Title In Position Since
Terry A. Maltese President, Managing Member August-1996
Joseph A. Hall Senior Managing Director, Member May-2014
Jason B. Craig Chief Compliance Officer, Member April-2010
Scott A. Kucsma Chief Financial Officer, Member January-2005
Gerard M. Cronin Senior Managing Director, Member May-2014

SANDLER O'NEILL ASSET Brokers, Custodians, Auditors and Administrators

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

SANDLER O'NEILL ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Adviser utilizes a variety of methods and strategies to make investment decisions and recommendations. The Adviser primarily uses fundamental research and analysis in making investment decisions. As part of its fundamental analysis, it creates earnings models for many companies, conducts extensive due diligence and makes qualitative assessments. In addition, from time to time the Adviser will also use various technical analytical tools and approaches as part of its portfolio management. The Funds invest in companies primarily in the financial services industry, predominantly in U.S. publicly- traded securities of bank holding companies, banks, thrift institutions, insurance companies and other financial companies, including, but not limited to, finance companies, mortgage companies, asset managers and credit card companies, as further described in the applicable Fund’s offering memorandum. Alth...
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SANDLER O'NEILL ASSET Portfolio Concentration

SANDLER O'NEILL ASSET Location

150 EAST 52ND STREET
30TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

SANDLER O'NEILL ASSET Contact Information

Phone Number: 212-486-7300
Fax Number: 212-486-7580
Website:

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