Systematic Financial Management LP
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 Holdings
Equity Positions (242)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EME | EMCOR GROUP INC | 2.21% | $83.0M | 155,157 | $94.79 | $534.89 | +$25.5M |
M MLI | MUELLER INDUS INC | 2.01% | $75.3M | 947,349 | $18.71 | $79.47 | +$2.4M |
M MGY | MAGNOLIA OIL & GAS CORP CL A | 1.81% | $67.8M | 3,013,800 | $15.60 | $22.48 | -$7.8M |
O OSIS | OSI SYSTEMS INC | 1.58% | $59.1M | 262,654 | $107.43 | $224.86 | +$7.8M |
N NWE | NORTHWESTERN ENERGY GROUP INC | 1.57% | $58.8M | 1,145,309 | $52.48 | $51.30 | -$5.8M |