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 09/30/16. The fund's latest filing disclosed 721MM in positions, representing 92% of the manager's regulatory AUM.

SCHWERIN BOYLE StockAlpha

-2%
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

SCHWERIN BOYLE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 8.94% Financials 10.33% -0.41% 0 28%
ACN 7.1% Tech -3% -0.06% 0 17%
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FEATURED IN
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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...
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SCHWERIN BOYLE Portfolio Concentration

SCHWERIN BOYLE Location

ONE MONARCH PLACE, SUITE 700
1414 MAIN STREET
SPRINGFIELD, Massachusetts
UNITED STATES, 01144-0700

SCHWERIN BOYLE Contact Information

Phone Number: 413-784-0990
Fax Number: 413-785-5982
Website:

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