SPERO-SMITH Overview

Spero-smith Investment Advisers Inc is an investment advisor that manages 775.3 MM dollars in regulatory AUM and has 14 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 75MM in positions, representing 10% of the manager's regulatory AUM.

SPERO-SMITH 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

SPERO-SMITH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 16.33% Energy 0.61% -0.68% 0 29%
INTC 3.46% Tech -8.82% -0.22% 0 25%
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FEATURED IN
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SPERO-SMITH Founders and Key Employees

Name Title In Position Since
Robert C. Smith Chariman And Ceo June-1993
Jeffrey N. Malbasa President July-2009
Mary E. Lord Chief Investment Officer March-2007
Matthew S. Olver Senior Vice President July-2009
Kara L. Downing Chief Compliance Officer February-2010
Erica M. Aber Vice-President January-2013

SPERO-SMITH Brokers, Custodians, Auditors and Administrators

Type Company

SPERO-SMITH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant shall utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

The Registrant shall utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)

Please Note: Investment Risk. Investing in securities involves risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the invest...
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SPERO-SMITH Portfolio Concentration

SPERO-SMITH Location

50 PUBLIC SQUARE
TERMINAL TOWER, SUITE 2700
CLEVELAND, Ohio
UNITED STATES, 44113

SPERO-SMITH Contact Information

Phone Number: 216-464-6266
Fax Number: 216-464-5387
Website:

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