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 06/30/21. The fund's latest filing disclosed 231MM in positions, representing 1% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 231MM in positions, representing 1% of the manager's regulatory AUM.
STRATEGIC INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STRATEGIC INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IEFA | 30.95% | ETF | 2.48% | -0.19% | 0 | 0% | ||
| IVV | 19.93% | ETF | 3.44% | -0.01% | 0 | 0% | ||
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FEATURED IN
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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Policy Setting .......................................................................................................................................... 9
Asset Allocation ...................................................................................................................................... 9
Asset Class Structuring ......................................................................................................................... 9
Manager Selection ................................................................................................................................. 9
Risk Management .................................................................................................................................. 9
Types of Investments..................................................
Unlock Full Investment Process Description
STRATEGIC INVESTMENT Portfolio Concentration
STRATEGIC INVESTMENT Location
1001 19TH ST. N.,16TH FL.
ARLINGTON, Virginia
UNITED STATES, 22209-1722
ARLINGTON, Virginia
UNITED STATES, 22209-1722
STRATEGIC INVESTMENT Contact Information
Phone Number: 703-243-4433
Fax Number: 703-243-2266
Website: http://www.strategicgroup.com
Fax Number: 703-243-2266
Website: http://www.strategicgroup.com
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