SCHRODER INVESTMENT Overview
Schroder Investment Management Group is an investment advisor that manages 47.2 BN dollars in regulatory AUM and has 225 employees, of which 112 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 66BN in positions, representing 141% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 66BN in positions, representing 141% of the manager's regulatory AUM.
SCHRODER INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SCHRODER INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.85% | Tech | 13.35% | 0.16% | 0 | 53% | ||
| AAPL | 2.84% | Tech | 9.89% | -0% | 0 | 45% | ||
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FEATURED IN
SCHRODER INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark A. Hemenetz | Director, Chief Operating Officer | March-2003 |
| Carin F. Muhlbaum | General Counsel, Americas | January-2003 |
| Stephen M. Detore | Director, Chief Compliance Officer | June-2005 |
| Paul J. Chislett | Director | October-2012 |
| Karl F. Dasher | Chief Executive Officer, Chairman, Director | July-2013 |
SCHRODER INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
SCHRODER INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
EQUITIES
1. US Large Cap
The US Large Cap equity market is generally efficient with a great deal of public information available to investors. The sector nonetheless has pricing inefficiencies. The Large Cap strategy relies on proprietary fundamental research to try to identify companies that the market misperceives or underestimates with respect to their potential for growth. Finding companies with this ‘growth gap’ is key to the success of the strategy. The portfolio management team, led in the US by Matthew Ward and Alan Straus, focuses on companies with unrecognized earnings growth potential or positive change measured by improving cash flows and returns on invested capital. The strategy invests in two types of growth stocks: secular growth and opportunistic stocks.
Risks
All investments involve risks including the risk of possible loss of principal. The market va...
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EQUITIES
1. US Large Cap
The US Large Cap equity market is generally efficient with a great deal of public information available to investors. The sector nonetheless has pricing inefficiencies. The Large Cap strategy relies on proprietary fundamental research to try to identify companies that the market misperceives or underestimates with respect to their potential for growth. Finding companies with this ‘growth gap’ is key to the success of the strategy. The portfolio management team, led in the US by Matthew Ward and Alan Straus, focuses on companies with unrecognized earnings growth potential or positive change measured by improving cash flows and returns on invested capital. The strategy invests in two types of growth stocks: secular growth and opportunistic stocks.
Risks
All investments involve risks including the risk of possible loss of principal. The market va...
Unlock Full Investment Process Description
SCHRODER INVESTMENT Portfolio Concentration
SCHRODER INVESTMENT Location
875 THIRD AVENUE, 22ND FLOOR
NEW YORK, New York
UNITED STATES, 10022
NEW YORK, New York
UNITED STATES, 10022
SCHRODER INVESTMENT Contact Information
Phone Number: 212-641-3800
Fax Number: 212-641-3804
Website: http://www.schroders.com/us/home/
Fax Number: 212-641-3804
Website: http://www.schroders.com/us/home/
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