SCHWERIN BOYLE Overview
Schwerin Boyle Capital Management Inc is an investment advisor that manages 785.9 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 851MM in positions, representing 108% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 851MM in positions, representing 108% of the manager's regulatory AUM.
SCHWERIN BOYLE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SCHWERIN BOYLE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 8.96% | Financials | 4.84% | 0.45% | 0 | 25% | ||
| AXP | 4.76% | Financials | 1.74% | 0.09% | 0 | 14% | ||
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FEATURED IN
SCHWERIN BOYLE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Daniel P. Boyle | President | January-2007 |
| Mary E. Murphy | Vp | March-2007 |
| Hans S. Wiemann | Vp, Chief Operating Officer, Chief Compliance Officer | February-2010 |
| Andrew T. Henshon | Vp, Chief Investment Officer | October-2014 |
| Richard E. Teel | Vp, Portfolio Manager | April-2013 |
SCHWERIN BOYLE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
SCHWERIN BOYLE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We use the following investment strategies and methods of analysis in formulating our investment advice and/or managing client assets.
In all cases, you should know that investing in securities involves a risk of loss of capital that you should be prepared to bear. We attempt to mitigate risk by diversification and tending to stick with well-financed companies so that company leverage will not be a factor. In general, we tend to invest for the long run.
Investing in U.S. Common Stocks. The primary investment strategy followed in our clients’ portfolios is to identify and purchase a group of U.S. companies (U.S. listed common stocks only for our SMA portfolios) whose shares sell below our estimates of intrinsic value. We believe that over time stock prices and the underlying values converge, and we seek to enhance portfolio returns by capturing some of our estimated discounts.
We use tw...
Unlock Full Investment Process Description
We use the following investment strategies and methods of analysis in formulating our investment advice and/or managing client assets.
In all cases, you should know that investing in securities involves a risk of loss of capital that you should be prepared to bear. We attempt to mitigate risk by diversification and tending to stick with well-financed companies so that company leverage will not be a factor. In general, we tend to invest for the long run.
Investing in U.S. Common Stocks. The primary investment strategy followed in our clients’ portfolios is to identify and purchase a group of U.S. companies (U.S. listed common stocks only for our SMA portfolios) whose shares sell below our estimates of intrinsic value. We believe that over time stock prices and the underlying values converge, and we seek to enhance portfolio returns by capturing some of our estimated discounts.
We use tw...
Unlock Full Investment Process Description
SCHWERIN BOYLE Portfolio Concentration
SCHWERIN BOYLE Location
ONE MONARCH PLACE, SUITE 700
1414 MAIN STREET
SPRINGFIELD, Massachusetts
UNITED STATES, 01144-0700
1414 MAIN STREET
SPRINGFIELD, Massachusetts
UNITED STATES, 01144-0700
SCHWERIN BOYLE Contact Information
Phone Number: 413-784-0990
Fax Number: 413-785-5982
Website: null
Fax Number: 413-785-5982
Website: null
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