SENTINEL ASSET Overview

Sentinel Asset Management Inc. is an investment advisor that manages 27.5 BN dollars in regulatory AUM and has 50 employees, of which 46 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 15% of the manager's regulatory AUM.

SENTINEL ASSET StockAlpha

+0.1%
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

SENTINEL ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.26% Tech 3.56% 0.14% 0 36%
LQD 2.17% ETF -4.75% -0.11% 0 4%
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FEATURED IN
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SENTINEL ASSET Founders and Key Employees

Name Title In Position Since
David R. Morgan Chief Compliance Officer October-2004
Mehran Assadi Chair, Director January-2009
Lisa Muller Counsel (Chief Legal Officer) February-2009
Gregory D. Woodworth Director August-2011
Thomas H. Brownell President And Ceo June-2013

SENTINEL ASSET Brokers, Custodians, Auditors and Administrators

Type Company

SENTINEL ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A description of each primary investment strategy that Sentinel offers is provided above (see “Advisory Business”). In pursuing each investment strategy, Sentinel may use fundamental and/or technical methods of security analyses to determine which securities and other instruments are the most attractive investments. Sentinel uses the following sources of information in researching particular investments for its strategies, among others:

• financial newspapers and magazines;
• inspections of corporate activities;
• investor conferences;
• research materials prepared by others;
• corporate rating services;
• timing services;
• annual reports, prospectuses and other filings with the SEC; and
• company press releases.

Depending on the types of investments each investment strategy emphasizes, Sentinel invests the assets of its clients’ ac...
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SENTINEL ASSET Portfolio Concentration

SENTINEL ASSET Location

ONE NATIONAL LIFE DRIVE
MONTPELIER, Vermont
UNITED STATES, 05604

SENTINEL ASSET Contact Information

Phone Number: 800-282-3863
Fax Number: 802-229-3743
Website:

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