SELECT EQUITY GROUP LP Overview
Select Equity Group Lp is a hedge fund that manages 17 BN dollars in regulatory AUM and has 95 employees, of which 30 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 14BN in positions, representing 81% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 14BN in positions, representing 81% of the manager's regulatory AUM.
SELECT EQUITY GROUP LP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SELECT EQUITY GROUP LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MLM | 4.98% | Materials | 16.01% | 0.78% | 3 | 8% | ||
| PKI | 4.85% | Health | -11.17% | -0.45% | 3 | 9% | ||
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FEATURED IN
SELECT EQUITY GROUP LP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| George S. Loening | Chairman And Treasurer | January-1990 |
| John D. Britton | Portfolio Manager | April-1998 |
| James R. Berman | Chief Operating Officer | March-2013 |
| Edward P. Liang | Chief Legal Officer | July-2013 |
| Darren Seirer | Portfolio Manager | October-1998 |
| Jennifer Vinsonhaler | Chief Compliance Officer | October-2010 |
| David Conover | Chief Financial Officer | October-2010 |
SELECT EQUITY GROUP LP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
SELECT EQUITY GROUP LP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We use fundamental securities analysis to select investments for our clients’ portfolios. Please note that investing in securities involves risk of loss that you should be prepared to bear.
We employ eight principal investment strategies. Assets under management are predominantly (typically over 85%) U.S. and foreign equities, though this may vary from strategy to strategy. Our investment strategies are generally driven by a research-intensive, fundamental bottom-up process and draw upon a centralized research department. The following is brief description of each strategy:
Small-Mid Cap Strategy/Long-Only: Our Small-Mid Cap strategy invests primarily in US-based small-mid cap companies (less than $10 billion market cap at time of investment). The Small-Mid Cap strategy generally has 25-40 long positions which are typically held for a multi-year time frame.
Multicap Strategy: This is a lon...
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We use fundamental securities analysis to select investments for our clients’ portfolios. Please note that investing in securities involves risk of loss that you should be prepared to bear.
We employ eight principal investment strategies. Assets under management are predominantly (typically over 85%) U.S. and foreign equities, though this may vary from strategy to strategy. Our investment strategies are generally driven by a research-intensive, fundamental bottom-up process and draw upon a centralized research department. The following is brief description of each strategy:
Small-Mid Cap Strategy/Long-Only: Our Small-Mid Cap strategy invests primarily in US-based small-mid cap companies (less than $10 billion market cap at time of investment). The Small-Mid Cap strategy generally has 25-40 long positions which are typically held for a multi-year time frame.
Multicap Strategy: This is a lon...
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SELECT EQUITY GROUP LP Portfolio Concentration
SELECT EQUITY GROUP LP Location
380 LAFAYETTE STREET
NEW YORK, New York
UNITED STATES, 10003
NEW YORK, New York
UNITED STATES, 10003
SELECT EQUITY GROUP LP Contact Information
Phone Number: (212) 475-8335
Fax Number: (212) 475-1786
Website: null
Fax Number: (212) 475-1786
Website: null
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