ZUCKERMAN INVESTMENT Overview
Zuckerman Investment Group Llc is an investment advisor that manages 816 MM dollars in regulatory AUM and has 15 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 621MM in positions, representing 76% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 621MM in positions, representing 76% of the manager's regulatory AUM.
ZUCKERMAN INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ZUCKERMAN INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ULTA | 5.65% | Cons. Disc. | -22.37% | -1.63% | 0 | 16% | ||
| VRT | 5.35% | Financials | 48.08% | 2.36% | 1 | 5% | ||
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FEATURED IN
ZUCKERMAN INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Sherwin A. Zuckerman | Co-Ceo & Class A Shareholder | March-2010 |
| Daniel R. Zuckerman | Co-Ceo, Class A Shareholder, Class B Shareholder & Sole Trustee Of Ami Trust #1, Ami Trust #2, Ami Trust #3 | March-2010 |
| Evan C. Lieberman | Chief Compliance Officer | March-2013 |
| Christopher R. Harvey | Director Of Research | March-2013 |
| Jeffrey D. Izenman | Executive Vice President | July-2013 |
ZUCKERMAN INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ZUCKERMAN INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Zuckerman Investment Group, LLC manages equity, fixed income, and balanced portfolios and we conduct our own research and analysis to support our investment decisions. We may talk directly with companies, competitors, suppliers and industry contacts. We generally look for businesses that are both understandable and predictable and that have high returns on capital, sustainable competitive advantages, strong balance sheets and reliable management teams. We follow a value-oriented investment approach and buy companies that trade at a discount to our estimate of intrinsic
155 North Wacker Drive ● Suite 1700 ● Chicago, IL 60606 ● zuckermaninvestmentgroup.com 4
February 10, 2015
Zuckerman Investment Group
value. Investing in securities, like all investments, involves the risk of loss of principal that clients should be prepared to bear.
We gener...
Get the Full Report
Zuckerman Investment Group, LLC manages equity, fixed income, and balanced portfolios and we conduct our own research and analysis to support our investment decisions. We may talk directly with companies, competitors, suppliers and industry contacts. We generally look for businesses that are both understandable and predictable and that have high returns on capital, sustainable competitive advantages, strong balance sheets and reliable management teams. We follow a value-oriented investment approach and buy companies that trade at a discount to our estimate of intrinsic
155 North Wacker Drive ● Suite 1700 ● Chicago, IL 60606 ● zuckermaninvestmentgroup.com 4
February 10, 2015
Zuckerman Investment Group
value. Investing in securities, like all investments, involves the risk of loss of principal that clients should be prepared to bear.
We gener...
Get the Full Report
ZUCKERMAN INVESTMENT Portfolio Concentration
ZUCKERMAN INVESTMENT Location
155 NORTH WACKER DRIVE
SUITE 1700
CHICAGO, Illinois
UNITED STATES, 60606
SUITE 1700
CHICAGO, Illinois
UNITED STATES, 60606
ZUCKERMAN INVESTMENT Contact Information
Phone Number: 312-948-8000
Fax Number: 312-277-2988
Website: http://www.zuckermaninvestmentgroup.com
Fax Number: 312-277-2988
Website: http://www.zuckermaninvestmentgroup.com
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