ZWEIG ADVISERS LLC Overview

Zweig Advisers Llc is an investment advisor that manages 887.5 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 586MM in positions, representing 66% of the manager's regulatory AUM.

ZWEIG ADVISERS LLC StockAlpha

-3.7%
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

ZWEIG ADVISERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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ZWEIG ADVISERS LLC Founders and Key Employees

Name Title In Position Since
Carlton B. Neel Senior Vice President December-2003
David C. Dickerson Senior Vice President December-2003
George R. Aylward President November-2006
David G. Hanley Vice President And Treasurer November-2007
Kevin J. Carr Senior Vice President And Assistant Secretary February-2013
Michael A. Angerthal Executive Vice President And Chief Financial Officer June-2009
David E. Fusco Vice President, Compliance January-2012
Mark S. Flynn Executive Vice President, General Counsel And Assistant Secretary February-2013
William J. Renahan Vice President And Secretary February-2013
Francis G. Waltman Executive Vice President January-2014
Yvonne I. Pytlik Corporate Head Of Compliance June-2013
James R. Sena Vice President And Chief Compliance Officer April-2015

ZWEIG ADVISERS LLC Brokers, Custodians, Auditors and Administrators

Type Company

ZWEIG ADVISERS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Zweig employs a tactical investment strategy that seeks to generate strong returns over market cycles. The results for individual portfolios will vary depending on market conditions and the portfolio’s overall composition. All investments carry a certain degree of risk including the possible loss of principal and there is no assurance that an investment will provide positive performance over any period of time. Past performance is no guarantee of future results. Clients should not assume that portfolio investments in securities will be profitable.



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Large Cap Core Discipline: Methods of Analysis and Risks


The Large Cap Core discipline uses econometric analysis as the framework for security selection that is influenced by macro forces, quantitative factors, and bottom-up fundamental research. The discipline focuses on large-cap, U.S. stocks employing a Growth ...
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ZWEIG ADVISERS LLC Portfolio Concentration

ZWEIG ADVISERS LLC Location

100 PEARL STREET
9TH FLOOR
HARTFORD, Connecticut
UNITED STATES, 06103

ZWEIG ADVISERS LLC Contact Information

Phone Number: 800-248-7971
Fax Number: 860-241-1024
Website:

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Disclaimer

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