SPEARS ABACUS Overview

Spears Abacus Advisors Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 14 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 795MM in positions, representing 62% of the manager's regulatory AUM.

SPEARS ABACUS StockAlpha

-2.8%
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

SPEARS ABACUS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CB 5.76% Financials 2.44% -0.76% 0 13%
TMO 5.59% Health -11.12% -0.33% 0 13%
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SPEARS ABACUS Founders and Key Employees

Name Title In Position Since
William G. Spears Chief Executive Officer And Manager January-2007
Kathryn P. Beller Chief Compliance Officer November-2006
Robert M. Raich President, Manager, And Member April-2007
Margaret M. Maclennan Chief Financial Officer January-2007
Frank A. Weil Manager January-2007
James E. Breece Principal And Member January-2010
Paul F. Pfeiffer Principal And Member January-2010
John Raggio Principal And Member April-2011
Robert P. Morgenthau Principal And Member October-2011
Michele D. Cleary Director Of Operations And Administration April-2013
William W. Marden Portfolio Manager September-2014

SPEARS ABACUS Brokers, Custodians, Auditors and Administrators

Type Company

SPEARS ABACUS Investment Strategy

SPEARS ABACUS Portfolio Concentration

SPEARS ABACUS Location

147 EAST 48TH STREET
NEW YORK, New York
UNITED STATES, 10017

SPEARS ABACUS Contact Information

Phone Number: 212-230-9842
Fax Number: 212-230-9843
Website:

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