SHEFFIELD ASSET Overview

Sheffield Asset Management is a hedge fund that manages 1.6 BN dollars in regulatory AUM and has 14 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 348MM in positions, representing 22% of the manager's regulatory AUM.

SHEFFIELD ASSET StockAlpha

-1.9%
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

SHEFFIELD ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TS 15.62% Energy 19.36% 2.05% 0 4%
DG 12.12% Cons. Disc. 6.53% 0.62% 0 18%
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SHEFFIELD ASSET Founders and Key Employees

Name Title In Position Since
Brian J. Feltzin Managing Member January-2003
Craig C. Albert Member January-2004
Amy L. Rosenow Chief Operating Officer; Chief Compliance Officer October-2005
Scott E. Perlen Chief Financial Officer September-2012
Lisa J. Forbes General Counsel December-2014

SHEFFIELD ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
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Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
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Prime Broker Pro
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SHEFFIELD ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Objectives, Philosophy and Overview

The Funds concentrate their capital in a limited number of long‐term investments in the securities of businesses which Sheffield believes to be trading at attractive valuations. The Funds may invest in both long and short positions in domestic and foreign common and preferred stocks, bonds, notes, options, index securities and other financial instruments that Sheffield believes offer the potential for attractive risk‐adjusted returns. The Funds invest in both readily marketable and illiquid securities. The Funds may also invest in new issues of securities, provided that they comply with all of the rules and regulations pertaining to such investments, including the conduct rules of the Financial Industry Regulatory Authority, Inc., commonly referred to as “FINRA.”

Sheffield’s investment philosophy is based upon the belief that, over the l...
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SHEFFIELD ASSET Portfolio Concentration

SHEFFIELD ASSET Location

900 NORTH MICHIGAN AVENUE
SUITE 2000
CHICAGO, Illinois
UNITED STATES, 60611

SHEFFIELD ASSET Contact Information

Phone Number: 312-506-6400
Fax Number: 312- 506 -6401
Website:

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