TELEMUS CAPITAL LLC Overview

Telemus Capital Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 37 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/13 to 09/30/16. The fund's latest filing disclosed 889MM in positions, representing 51% of the manager's regulatory AUM.

TELEMUS CAPITAL LLC StockAlpha

-1.3%
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

TELEMUS CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LCI 19.38% Health -8.92% -0.3% 5 7%
IWB 7.45% ETF 1.58% 0% 0 4%
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FEATURED IN
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TELEMUS CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Eric C. Oppenheim General Counsel/Chief Compliance Officer March-2014
Gary L. Ran Partner/Chairman August-2013
Robert J. Schlagheck Chief Financial Officer & Controller August-2013
Lloyd A. Perlmutter Chief Operating Officer March-2014

TELEMUS CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

TELEMUS CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear. Our investment approach constantly keeps the risk of loss in mind. Investors face the following investment risks:

• Interest-rate Risk: Fluctuations in interest rates may cause investment prices to fluctuate. For example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline.

• Market Risk: The price of a security, bond, or mutual fund may drop in reaction to tangible and intangible events and conditions. This type of risk is caused by external factors independent of a security’s particular underlying circumstances. For example, political, economic and social conditions may trigger market events.


9
• Inflation Risk: When any type of inflation is present, a dollar today will not buy as much as a dollar next year, because p...
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TELEMUS CAPITAL LLC Portfolio Concentration

TELEMUS CAPITAL LLC Location

TWO TOWNE SQUARE
SUITE 800
SOUTHFIELD, Michigan
UNITED STATES, 48076

TELEMUS CAPITAL LLC Contact Information

Phone Number: 248-827-1800
Fax Number: 248-827-1808
Website:

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