SSI INVESTMENT Overview

Ssi Investment Management Inc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 35 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 355MM in positions, representing 18% of the manager's regulatory AUM.

SSI INVESTMENT StockAlpha

-1.3%
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

SSI INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 12.94% ETF 1.54% -0% 0 9%
WFCPRL 6.48% Financials 22.01% 0.26% 0 0%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SSI INVESTMENT Founders and Key Employees

Name Title In Position Since
John D. Gottfurcht President March-2011
Amy Jo Gottfurcht Chairman & Ceo March-2011
George M. Douglas Chief Investment Officer March-2011
Syed F. Mehdi Chief Operating Officer & Chief Compliance Officer March-2009
Ravi Malik Portfolio Manager, Principal March-2009

SSI INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

SSI INVESTMENT Investment Strategy

Item 8. Methods Of Analysis, Investment Strategies And Risk Of Loss

Investment Strategy

1. U.S. Equities.

A. Core Equity - SSI's Core Equity Strategy seeks to produce excess returns above the S&P 500 with similar risk. The strategy's investment process combines quantitative and fundamental analysis to identify and select the best long portfolio candidates. The portfolio normally holds 80-140 equity positions, which are widely diversified amongst large- and mid- cap companies that exhibit strong growth and value characteristics.

2. Convertible Securities.


A. Outright Discretionary Convertible - SSI’s Outright Discretionary Convertible Strategy seeks to produce excess returns above the BofA Merrill Lynch All Convertibles (VXA0) Index. The strategy's investment process combines quantitative and fundamental analysis to identify and select positions based on relative valuation a...
Unlock Full Investment Process Description

SSI INVESTMENT Portfolio Concentration

SSI INVESTMENT Location

9440 SANTA MONICA BLVD, 8TH FLOOR
BEVERLY HILLS, California
UNITED STATES, 90210

SSI INVESTMENT Contact Information

Phone Number: 310-595-2000
Fax Number: 310-595-2089
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