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Systematic Financial Management LP

CIK:0001085936
Asset Manager
$2B AUM
245 holdings
Montvale, NJ, United States
Founded:1983
30 employees
Latest filing:Jun 30, 2025

Systematic Financial Management LP is an asset management firm based in Montvale, New Jersey, United States. It was founded in 1983 and provides investment management services to institutional investors, including pensions, foundations, endowments, and corporate portfolios. The firm is known for its value-oriented active equity management, employing rigorous fundamental analysis and research-driven processes. Systematic Financial Management LP has a professional team specializing in equity strategy and client service, typically employing between 20 and 50 staff members.

Investment Strategy

Systematic Financial Management LP pursues a fundamentally-driven, value-oriented investment strategy focused on U.S. equity markets. The firm employs rigorous proprietary research to identify undervalued companies with strong fundamentals and catalysts for appreciation, constructing diversified portfolios across market caps. Their approach emphasizes bottom-up stock selection coupled with risk management to provide strong long-term performance for institutional clients.

Top Buys
A
AUBATLANTIC UN BANKSHARES CORP
+$32.3M
E
EMEEMCOR GROUP INC
+$25.5M
F
FIXCOMFORT SYSTEMS USA INC
+$18.9M
S
SIMOSILICON MOTION TECH CORP ADR
+$14.9M
U
URBNURBAN OUTFITTERS INC
+$14.8M
Top Sells
S
SASRSANDY SPRING BANCORP
-$31.2M
M
MGYMAGNOLIA OIL & GAS CORP CL A
-$7.8M
I
IARTINTEGRA LIFESCIENCES CRP NEW
-$7.6M
S
SPBSPECTRUM BRANDS HLDGS INC
-$6.5M
H
HPHELMERICH & PAYNE
-$6.4M

Top Holdings

E
EMEEMCOR GROUP INC
+2.2%$83.0M
M
MLIMUELLER INDUS INC
+2.0%$75.3M
M
MGYMAGNOLIA OIL & GAS CORP CL A
+1.8%$67.8M
O
OSISOSI SYSTEMS INC
+1.6%$59.1M
N
NWENORTHWESTERN ENERGY GROUP INC
+1.6%$58.8M

Equity Positions (242)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
E
EME
EMCOR GROUP INC2.21%$83.0M155,157$94.79$534.89+$25.5M
M
MLI
MUELLER INDUS INC2.01%$75.3M947,349$18.71$79.47+$2.4M
M
MGY
MAGNOLIA OIL & GAS CORP CL A1.81%$67.8M3,013,800$15.60$22.48-$7.8M
O
OSIS
OSI SYSTEMS INC1.58%$59.1M262,654$107.43$224.86+$7.8M
N
NWE
NORTHWESTERN ENERGY GROUP INC1.57%$58.8M1,145,309$52.48$51.30-$5.8M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+7.0%
STATE COMMERCIAL BANKS
+6.9%
NATIONAL COMMERCIAL BANKS
+5.4%
SEMICONDUCTORS & RELATED DEVICES
+5.2%
PHARMACEUTICAL PREPARATIONS
+3.9%