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 06/30/21. The fund's latest filing disclosed 249MM in positions, representing 12% 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 249MM in positions, representing 12% of the manager's regulatory AUM.
SWARTHMORE GROUP INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SWARTHMORE GROUP INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 56.96% | ETF | 13.71% | 0.02% | 0 | 15% | ||
| SPY | 35.93% | ETF | 13.68% | 0% | 0 | 32% | ||
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FEATURED IN
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 ...
Get the Full Report
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 ...
Get the Full Report
SWARTHMORE GROUP INC Portfolio Concentration
SWARTHMORE GROUP INC Location
1650 ARCH STREET
SUITE 2100
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103-2029
SUITE 2100
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103-2029
SWARTHMORE GROUP INC Contact Information
Phone Number: 215-557-9300
Fax Number: 215-557-9305
Website: http://www.swarthmoregroup.com
Fax Number: 215-557-9305
Website: http://www.swarthmoregroup.com
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