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 09/30/21. The fund's latest filing disclosed 635MM in positions, representing 134% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 635MM in positions, representing 134% of the manager's regulatory AUM.
SPECTRUM MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SPECTRUM MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 12.07% | ETF | 8.89% | 0% | 0 | 25% | ||
| XLK | 5.56% | ETF | 12.05% | 0.12% | 0 | 11% | ||
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FEATURED IN
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...
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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...
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SPECTRUM MANAGEMENT Portfolio Concentration
SPECTRUM MANAGEMENT Location
600 EAST 96TH STREET
SUITE 130
INDIANAPOLIS, Indiana
UNITED STATES, 46240
SUITE 130
INDIANAPOLIS, Indiana
UNITED STATES, 46240
SPECTRUM MANAGEMENT Contact Information
Phone Number: 317-663-5600
Fax Number: 317-663-5610
Website: http://www.spectrum-mgmt.com
Fax Number: 317-663-5610
Website: http://www.spectrum-mgmt.com
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