SCHALLER INVESTMENT Overview

Schaller Investment Group Inc is an investment advisor that manages 189 MM dollars in regulatory AUM and has 2 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 133MM in positions, representing 70% of the manager's regulatory AUM.

SCHALLER INVESTMENT StockAlpha

+37%
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

SCHALLER INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CMPR 17.34% Tech -15.35% -2.45% 2 3%
IBM 13.67% Tech 1.54% 0.37% 0 24%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SCHALLER INVESTMENT Founders and Key Employees

Name Title In Position Since
Douglas E. Schaller President/Chief Compliance Officer December-1995

SCHALLER INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

SCHALLER INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies
In accordance with its investment strategies, SIG generally selects common stocks, money market mutual funds, and fixed income securities issued by the US government, for client accounts. Additionally, while SIG has not invested in exchange traded funds "ETF's", SIG may choose to invest in these instruments in the future.

SIG concentrates most of its research efforts on the selection and ongoing monitoring of its common stock investments. In making selections of common stocks, SIG employs a fundamental long-term approach to security analysis and portfolio management. Fundamental analysis involves the review of the business and financial information about an issuer. Without limitation, the following factors generally will be considered:

o A security's market price relative to what SIG considers its true value "intrinsic value";
o Price...
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SCHALLER INVESTMENT Portfolio Concentration

SCHALLER INVESTMENT Location

324 INDERA MILLS COURT
WINSTON SALEM, North Carolina
UNITED STATES, 27101

SCHALLER INVESTMENT Contact Information

Phone Number: 336-774-1515
Fax Number: 336-774-1548
Website:

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