SPECTRUM MANAGEMENT Overview

Spectrum Management Group Inc. is an investment advisor that manages 474 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 247MM in positions, representing 52% of the manager's regulatory AUM.

SPECTRUM MANAGEMENT StockAlpha

-4.1%
Top 25%
3yr StockAlpha Register for more...

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

SPECTRUM MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MDY 15.49% ETF 9.5% 0.84% 0 10%
XLK 10.7% ETF 1.09% -0.34% 0 8%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SPECTRUM MANAGEMENT Founders and Key Employees

Name Title In Position Since
Robert C. Phillips Managing Principal, Chief Executive Officer, President, Shareholder September-2010
Leslie D. Thompson Managing Principal, Chief Financial Officer, Chief Compliance Officer, Secretary, Shareholder September-2010

SPECTRUM MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

SPECTRUM MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

SMG uses a variety of resources and methods to conduct its analyses in connection with providing its advisory services. Following is a description of these resources and methods.

Macro Analysis – SMG takes a “top-down” view on the global economy and allocates capital across multiple asset classes, based on a number of factors including valuation, risk and future opportunity.

Fundamental Analysis – SMG attempts to measure the intrinsic value of a security by looking at economic and financial factors including the overall economy, industry conditions and the financial condition and management of the company itself to determine if the relevant security is underpriced or overpriced. SMG evaluates many financial metrics focusing on a company’s free cash flow and overall earnings growth.

Technical Analysis – SMG uses various technical indicators analyzing...
Unlock Full Investment Process Description

SPECTRUM MANAGEMENT Portfolio Concentration

SPECTRUM MANAGEMENT Location

600 EAST 96TH STREET
SUITE 130
INDIANAPOLIS, Indiana
UNITED STATES, 46240

SPECTRUM MANAGEMENT Contact Information

Phone Number: 317-663-5600
Fax Number: 317-663-5610
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A