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Bogle Investment Management Icon-hedge

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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.

Current Filing Summary

  • 3/31/10Latest Filing Period:
  • 12/31/00First filing period:
  • $393.5 million Total Market Value ?
  • 362 Total Number of Holdings ?
  • 7.5% Percentage of Market Value in Top 10 ?
  • 80.4% Percent Turnover in Top Quartile

Top Sectors

Sector % of Portfolio
Technology 21.8%
Services 18.4%
Healthcare 14.6%
Financial 10.2%
Consumer Cyclical 7.2%
Other 28%
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