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 09/30/16. The fund's latest filing disclosed 377MM in positions, representing 46% of the manager's regulatory AUM.

ZUCKERMAN INVESTMENT StockAlpha

+1.6%
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

ZUCKERMAN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CSWI 9.81% Materials 18.25% 1.5% 17 1%
BCO 7.33% Industrials 9.77% -0.01% 3 2%
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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...
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ZUCKERMAN INVESTMENT Portfolio Concentration

ZUCKERMAN INVESTMENT Location

155 NORTH WACKER DRIVE
SUITE 1700
CHICAGO, Illinois
UNITED STATES, 60606

ZUCKERMAN INVESTMENT Contact Information

Phone Number: 312-948-8000
Fax Number: 312-277-2988
Website:

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