Euclid Advisors LLC

Euclid Advisors LLC
Last update 2017-02-16 20 Stocks (3 new)
Value $5.00 Mil Turnover 20 %
Top Holdings:
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Euclid Advisors LLC Profile

Euclid Advisors is a private investment management company based out of New York City. The company was established in 1997 and currently operates as a subsidiary of Virtus Investment Partners, who acquired the company from under the previous ownership of Zweig Advisors LLC. The company currently has 7 employees of which 5 are investment professionals and is headed by Chairman George R. Aylward. The company utilizes a bottom up investment approach with a fundamental methodology, investing mainly in the stocks of large cap companies in the public equity markets of the U.S. Euclid Advisors invests through both top down and bottom up investment approaches that “integrates macro-economic views with fundamental company research,” using its internal research to establish views on “markets geographies and sectors which then inform in-depth fundamental research.” Euclid Advisors invests most heavily in the health care and energy sectors, each making up over a quarter of its total asset allocations, and also invests in the consumer discretionary and finance sectors, among others to a lesser degree, in order of decreasing allocation. The company currently holds over $12 billion in total assets under management spread across 548 accounts with 132 of its held accounts being discretionary, making up the bulk $11.9 billion of its held assets, and 416 of the accounts being non-discretionary, making up a minority $62 million of its held assets. Both of its total assets under management and total number of held accounts have increased significantly in recent years with its total managed assets growing from $3.5 billion back in 2011 to well over three times that amount today. Euclid Advisors has a diverse client base and caters to investment companies, individuals, pension and profit sharing plans, charities, corporations, investment advisors, and insurance companies, in order of decreasing clientele. The company currently offers its International Equity and International ADR Equity strategies and manages a variety of Virtus mutual funds.
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Euclid Advisors LLC Past Portfolios

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Euclid Advisors LLC's Hypothetical Growth since 2016-12-31

Euclid Advisors LLC's Yearly Returns

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