TRANSAMERICA Overview

Transamerica Financial Advisors Inc. is an investment advisor that manages 4.7 BN dollars in regulatory AUM and has 1867 employees, of which 1867 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/10 to 09/30/16. The fund's latest filing disclosed 922MM in positions, representing 20% of the manager's regulatory AUM.

TRANSAMERICA StockAlpha

-2.8%
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

TRANSAMERICA Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VV 7.65% ETF 2.44% -0% 4 2%
BND 5.12% ETF -3.39% -0.21% 0 4%
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FEATURED IN
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TRANSAMERICA Founders and Key Employees

Name Title In Position Since
William Harold Geiger Director April-2002
Teresa Joan Rooney Vice President And General Counsel May-2011
Franklyn John Wollett Vice President, Secretary And Senior Counsel July-2002
Michael Emmett Scherrman Vice President, Chief Operating Officer September-2010
George Chuwang Chuang President February-2015
Seth David Miller Chief Executive Officer February-2015
Dan Shane Trivers Chief Supervisory Officer January-2012
William Hugh Jr. Mccauley Vice President, Chief Financial Officer And Treasurer - Finop April-2012
Craig Junkins Vice President And Chief Product Officer January-2013
Kevin Mearl Crist Director June-2012
Bradley Owen Ackerman Vice President, Interim Chief Compliance Officer, Ria March-2015
Aimee Francoeur Tesoro Vice President Of Technology And Operations September-2014
Trisha Lynn Cram Interim Chief Compliance Officer, Broker Dealer March-2015

TRANSAMERICA Brokers, Custodians, Auditors and Administrators

Type Company

TRANSAMERICA Investment Strategy

ITEM 8 – CLIENT CONTACT WITH PORTFOLIO MANAGERS


Generally, you will not have any direct contact or consultation with your Portfolio Manager. At the Portfolio Manager’s discretion, he/she may waive this requirement.



ITEM 9 – ADDITIONAL INFORMATION


...
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TRANSAMERICA Portfolio Concentration

TRANSAMERICA Location

570 CARILLON PARKWAY
ST PETERSBURG, Florida
UNITED STATES, 33716-1202

TRANSAMERICA Contact Information

Phone Number: 727-299-1800
Fax Number: 800-660-3702
Website:

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