SRB CORP Overview

Srb Corp is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 684MM in positions, representing 37% of the manager's regulatory AUM.

SRB CORP StockAlpha

+3.1%
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

SRB CORP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
INTC 17.36% Tech -5.25% -1.06% 0 25%
MSFT 14.76% Tech 7.26% 0.93% 0 36%
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FEATURED IN
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SRB CORP Founders and Key Employees

Name Title In Position Since
Frederick C. Childs Director And Chief Compliance Officer August-1999
James M. Stone Director June-1987
James N. Bailey Director June-1987
Harold R. Belodoff Director June-2005

SRB CORP Brokers, Custodians, Auditors and Administrators

Type Company

SRB CORP Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss



A. Describe the Methods of Analysis and Investment Strategies

 Methods of Analysis

i. Fixed-Income Securities – The investment manager for fixed income securities uses fundamental credit analysis to select securities that comply with its clients’ investment guidelines and are intended to meet the objectives of its clients.
ii. Marketable Equity Securities – SRB uses fundamental analysis to select marketable equity securities that comply with its clients’ investment guidelines and are intended to meet the objectives of its clients.
iii. Hedge Funds and Private Equity Investments - SRB uses fundamental analysis to select hedge funds and private equity investments that comply with its clients’ investment guidelines and are intended to meet the objectives of its clients.
iv. Real Estate - SRB uses fundamental analysis to select and...
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SRB CORP Portfolio Concentration

SRB CORP Location

125 HIGH STREET - OLIVER STREET TOWER - 9TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110-2112

SRB CORP Contact Information

Phone Number: 617-457-7527
Fax Number: 617-457-7501
Website:

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