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 06/30/17. The fund's latest filing disclosed 152MM in positions, representing 20% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 152MM in positions, representing 20% of the manager's regulatory AUM.
TURNER INVESTMENTS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TURNER INVESTMENTS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| FISV | 1.77% | Tech | 2.26% | -0.08% | 0 | 10% | ||
| CBOE | 1.71% | Financials | 16.73% | 0.25% | 0 | 7% | ||
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FEATURED IN
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 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
SUITE 100
BERWYN, Pennsylvania
UNITED STATES, 19312-2414
TURNER INVESTMENTS Contact Information
Phone Number: 484-329-2300
Fax Number: 484-329-2569
Website: http://www.turnerinvestments.com
Fax Number: 484-329-2569
Website: http://www.turnerinvestments.com
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