STRATEGIC INVESTMENT Overview

Strategic Investment Management Llc is an investment advisor that manages 37.2 BN dollars in regulatory AUM and has 92 employees, of which 36 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 190MM in positions, representing 1% of the manager's regulatory AUM.

STRATEGIC INVESTMENT StockAlpha

-10.8%
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

STRATEGIC INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
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STRATEGIC INVESTMENT Founders and Key Employees

Name Title In Position Since
Hilda M. Ochoa-Brillembourg Chairman And Elected Manager August-2014
Michael A. Duffy Vice President, Founder And Elected Manager November-1987
Mary C. Choksi Vice President, Founder And Elected Manager November-1987
Carol A. Grefenstette Founder, Senior Managing Director And Elected Manager November-1987
Kenneth I. Grossfield Chief Administrative Officer, Secretary, General Counsel And Elected Manager September-2001
Melissa L. Lynch Chief Compliance Officer January-2006
Deborah D. Boedicker Managing Director And Elected Manager July-2012
Eric J. Bendickson Co-Chief Investment Officer And Elected Manager July-2012
John Tudor Elected Manager July-2012
Christopher Harris Elected Manager July-2012
Spencer C. Fleischer Elected Manager July-2012
Brian A. Murdock Chief Executive Officer And Elected Manager August-2014
Stephen W. Mandella Treasurer, Chief Financial Officer, Chief Operating Officer And Elected Manager November-2014

STRATEGIC INVESTMENT Brokers, Custodians, Auditors and Administrators

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

STRATEGIC INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ........................................................... 9

Policy Setting .......................................................................................................................................... 9

Asset Allocation ...................................................................................................................................... 9

Asset Class Structuring ......................................................................................................................... 9

Manager Selection ................................................................................................................................. 9

Risk Management .................................................................................................................................. 9

Types of Investments..................................................
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STRATEGIC INVESTMENT Portfolio Concentration

STRATEGIC INVESTMENT Location

1001 19TH ST. N.,16TH FL.
ARLINGTON, Virginia
UNITED STATES, 22209-1722

STRATEGIC INVESTMENT Contact Information

Phone Number: 703-243-4433
Fax Number: 703-243-2266
Website:

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