STEINBERG GLOBAL Overview

Steinberg Global Asset Management is an investment advisor that manages 611.4 MM dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 595MM in positions, representing 97% of the manager's regulatory AUM.

STEINBERG GLOBAL StockAlpha

-1.7%
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

STEINBERG GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCIT 4.2% ETF -3.63% -0.18% 0 2%
SCPB 4.13% ETF -0.43% -0.05% 1 1%
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FEATURED IN
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STEINBERG GLOBAL Founders and Key Employees

Name Title In Position Since
Richard D. Steinberg Chief Executive Officer January-1993
Norman Steinberg Director January-1993
John W. Schott Director October-1994
Harold Nahigian Director April-1998
Kenneth A. Pritzker Director-Chief Operating Officer March-2003
Tara L. Elmaleh Chief Financial Officer/Head Trader/Chief Compliance Officer June-2008
Jacques R. Elmaleh Director Of Research/ Portfolio Manager January-2008

STEINBERG GLOBAL Brokers, Custodians, Auditors and Administrators

Type Company

STEINBERG GLOBAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Steinberg Global is a long‐term investor, focusing on risk adjusted returns, customized to each client’s needs, cash flow and risk. We utilize traditional methods of security analysis including the stability of a company’s financials, management, and business plan. Our holding periods tend to be long‐term but often depend on market conditions, client objectives and economic circumstances. We attempt to minimize asset turnover and transaction costs with a sensitivity to potential taxes implications.

Steinberg Global has an Investment Committee whose members collaborate to conduct fundamental analysis on securities purchased, sold or considered for client accounts. Steinberg Global typically includes the securities selected in one or more investment objective models and refers to this model in its investing approach. Analysis varies depending on the security, model or client in question. The Investment...
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STEINBERG GLOBAL Portfolio Concentration

STEINBERG GLOBAL Location

5100 TOWN CENTER CIRCLE
SUITE 150
BOCA RATON, Florida
UNITED STATES, 33486

STEINBERG GLOBAL Contact Information

Phone Number: 561-750-0800
Fax Number: 561-750-4580
Website:

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