STRATEGY ASSET Overview

Strategy Asset Managers Llc is an investment advisor that manages 573.2 MM dollars in regulatory AUM and has 9 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/01 to 09/30/16. The fund's latest filing disclosed 446MM in positions, representing 78% of the manager's regulatory AUM.

STRATEGY ASSET StockAlpha

-2.2%
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

STRATEGY ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.25% Tech 8.31% 0.2% 0 36%
LMT 2.61% Industrials 9.01% 0.04% 0 16%
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FEATURED IN
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STRATEGY ASSET Founders and Key Employees

Name Title In Position Since
Robert M. Demichele President & Chief Compliance Officer February-2001
Cecelia L. Waterman-Santiago Senior Vice President - Marketing & Client Services March-2001
Alan H. Wapnick Senior Vice President-Director Of Global Strategy September-2001

STRATEGY ASSET Brokers, Custodians, Auditors and Administrators

Type Company

STRATEGY ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
The methods of analysis vary by the strategy being executed. The Firm offers three investment strategies: Worldwide Equity, Worldwide Dividend Plus and Market Oriented Core. These strategies can be utilized as 100% equity (stocks) or as a balanced strategy utilizing fixed income securities.

The investment research utilized is dependent upon the strategy. The investment management team is responsible for conducting the research that leads to an individual stock or bond being purchased in the portfolio.

The Firm utilizes extensive outside research such as Thompson Reuters, Value Line, Bank Credit Analyst, investment newsletters, outside private research, daily publications, and research provided by many of the well known investment banking firms. The Firm also pays an outside firm for its proprietary research. We are also in touch with our peers to discuss trends...
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STRATEGY ASSET Portfolio Concentration

STRATEGY ASSET Location

50 TICE BOULEVARD
SUITE 130
WOODCLIFF LAKE, New Jersey
UNITED STATES, 07677-7666

STRATEGY ASSET Contact Information

Phone Number: 201-822-3001
Fax Number: 201-822-3002
Website:

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