TURNER INVESTMENTS Overview

Turner Investments L.p. is an investment advisor that manages 755.5 MM dollars in regulatory AUM and has 37 employees, of which 16 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 319MM in positions, representing 42% of the manager's regulatory AUM.

TURNER INVESTMENTS StockAlpha

-7.6%
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

TURNER INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

TURNER INVESTMENTS Founders and Key Employees

Name Title In Position Since
Robert E. Turner Chief Investment Officer March-1990
Mark D. Turner Senior Portfolio Manager, Founder March-1990
Christopher K. Mchugh Senior Portfolio Manager, Founder March-1990
Brian F. Mcnally General Counsel And Chief Compliance Officer, Secretary July-2004
Stephen Negrotti President And Ceo April-2014

TURNER INVESTMENTS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

TURNER INVESTMENTS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Turner utilizes fundamental, technical and quantitative methods of analysis in its selection of equity and other securities for client accounts, and in its construction of portfolios. Turner's sources of information include outside investment research from broker-dealers and other third parties, investment publications on general economic conditions, and financial publications from the investment banking industry. Turner also uses its contacts with members of the professional investment community to gather information relevant to its investment strategies. Turner meets with senior
management of companies whose shares it holds or which it is considering holding - here may be over 1,000 such meetings in a typical year.


Investing in securities involves risk of loss that clients must be prepared to bear. Additional important information relating to risk is set forth below.

Turner may utilize a b...
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TURNER INVESTMENTS Portfolio Concentration

TURNER INVESTMENTS Location

1205 WESTLAKES DR
SUITE 100
BERWYN, Pennsylvania
UNITED STATES, 19312-2414

TURNER INVESTMENTS Contact Information

Phone Number: 484-329-2300
Fax Number: 484-329-2569
Website:

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