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 03/31/18. The fund's latest filing disclosed 13MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/18. The fund's latest filing disclosed 13MM in positions, representing 0% of the manager's regulatory AUM.
SENTINEL ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SENTINEL ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWS | 32.56% | ETF | 8.95% | -2.92% | 0 | 3% | ||
| IWD | 32.41% | ETF | 9.32% | -2.76% | 0 | 5% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
SENTINEL ASSET Portfolio Concentration
SENTINEL ASSET Location
ONE NATIONAL LIFE DRIVE
MONTPELIER, Vermont
UNITED STATES, 05604
MONTPELIER, Vermont
UNITED STATES, 05604
SENTINEL ASSET Contact Information
Phone Number: 800-282-3863
Fax Number: 802-229-3743
Website: null
Fax Number: 802-229-3743
Website: null
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