13F Analysis of Bogle Investment Management

Bogle Investment Management

Below please find a 13F analysis report for Bogle Investment Management for Q1 2009. 13F analyses are reports that fund managers with over $100M are required to submit to the SEC, they are publicly available and these reports provide us with some insights on what some hedge fund managers have been investing in.

Bogle Investment Management is a hedge fund specializing in small cap equity and market-neutral hedge fund strategies. The firm was founded in 1999 by John Bogle Keith Hartt, Lisa LaFrance and Britt Bardinelli, and is based in Newton, MA.

• (ABC)Amerisourcebergan Corp
• (BCO) Brinks Co
• (CRI) Carters
• (CSTR) Coinstar
• (ICLR) Icon Corp
• (IDTI)Integrated Device technology
• (NAV) NAvistar International
• (NCR) Nucor Corp
• (NTLS) NTELOS Holdings
• (PTRY) Pantry
• (QCOR)Questcor Pharmacueticals
• (TER) Teradyne
• (TKR) Timken Co
• (TSYS) Telecommunications Systems

Using the TickerSpy portfolio analysis tool the graph to the left was created showing the approximate equity performance for Bogle Investment Managment over the previous six months. According to this analysis Bogle Investment Managment equity picks have been outperforming against the S & P 500 recently

The top 5 highest performing equities which for Bogle Investment Managment held as of this 13F filing include (CRI), (IDTI), (NCR), (ABC), (TER) and (TKR)

According to AlpaClone data on for Bogle Investment Managment 28% of their equity portfolio is invested within the Technology sector. The total equity value of for Bogle Investment Managment is 600M+, their total number of reported holdings is 370, and over 12% of the market value of this portfolio is represented within the top 10 holdings.

For more information on for Bogle Investment Managment please see the HedgeFundBlogger.com Hedge Fund Tracker Profile on for Bogle Investment Managment by clicking here.

Related to: Bogle Investment Management

Tags:13f analysis,holdings analysis, Bogle investment management,alternative investments,sec analysis ,13f filings

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.

Hedge Fund Videos | 30+ Free Videos on Hedge Funds