SWARTHMORE GROUP INC Overview

Swarthmore Group Inc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 12 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 523MM in positions, representing 24% of the manager's regulatory AUM.

SWARTHMORE GROUP INC StockAlpha

-0.1%
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

SWARTHMORE GROUP INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLK 14.94% ETF -1.05% -0.55% 0 8%
XLF 6.88% ETF 19.79% 1.18% 0 14%
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FEATURED IN
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SWARTHMORE GROUP INC Founders and Key Employees

Name Title In Position Since
James E. Nevels Chairman Of The Board January-1992
Paula Mandle Ceo & Chief Compliance Officer December-1996
Glenn E. Becker President April-2006

SWARTHMORE GROUP INC Brokers, Custodians, Auditors and Administrators

Type Company

SWARTHMORE GROUP INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Swarthmore Group generally manages “long only” portfolios, meaning that we do not invest in options, derivatives or short positions. Examples of some security types we may invest in are:

 Equity securities listed on the NASDAQ and the NY Stock Exchange
 Equity securities listed on the London Stock Exchange
 Equity securities traded over-the-counter
 ADR and GDR securities of developing markets
 U.S. Treasury bonds
 Mortgage bonds
 Agency bonds
 Municipal bonds
 Fixed Income investment grade corporate debt bonds
 Fixed Income non-investment grade corporate debt bonds
 Commercial paper
 Exchange Traded Funds (ETFs)


Methods of Analysis
We use a combination of fundamental, technical, and quantitative analysis to determine which securities to use in client portfolios. Fundamental analysis involves ...
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SWARTHMORE GROUP INC Portfolio Concentration

SWARTHMORE GROUP INC Location

1650 ARCH STREET
SUITE 2100
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103-2029

SWARTHMORE GROUP INC Contact Information

Phone Number: 215-557-9300
Fax Number: 215-557-9305
Website:

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