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 09/30/16. The fund's latest filing disclosed 54BN in positions, representing 114% of the manager's regulatory AUM.

SCHRODER INVESTMENT StockAlpha

-2.3%
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

SCHRODER INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BABA 4.37% Tech -14.47% -0.54% 1 17%
INTC 1.61% Tech -8.82% -0.1% 1 25%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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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SCHRODER INVESTMENT Portfolio Concentration

SCHRODER INVESTMENT Location

875 THIRD AVENUE, 22ND FLOOR
NEW YORK, New York
UNITED STATES, 10022

SCHRODER INVESTMENT Contact Information

Phone Number: 212-641-3800
Fax Number: 212-641-3804
Website:

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