SCHOONER INVESTMENT Overview

Schooner Investment Group Llc. is an investment advisor that manages 317 MM dollars in regulatory AUM and has 8 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 25MM in positions, representing 8% of the manager's regulatory AUM.

SCHOONER INVESTMENT StockAlpha

-0.1%
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

SCHOONER INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GOOGL 4.74% Tech -4.93% -0.12% 0 34%
AAPL 4.44% Tech -2.29% 0.01% 0 42%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SCHOONER INVESTMENT Founders and Key Employees

Name Title In Position Since
Gregory R. Levinson Managing Member February-2008
Jeremy T. Mccann Chief Compliance Officer January-2008

SCHOONER INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

SCHOONER INVESTMENT Investment Strategy

SCHOONER INVESTMENT Portfolio Concentration

SCHOONER INVESTMENT Location

676 E. SWEDESFORD RD
STE 130
WAYNE, Pennsylvania
UNITED STATES, 19087

SCHOONER INVESTMENT Contact Information

Phone Number: 484-580-8086
Fax Number: 888-828-8920
Website:

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