ADAMS ASSET ADVISORS Overview
Adams Asset Advisors Llc is an investment advisor that manages 828.7 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 12/31/19. The fund's latest filing disclosed 566MM in positions, representing 68% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 12/31/19. The fund's latest filing disclosed 566MM in positions, representing 68% of the manager's regulatory AUM.
ADAMS ASSET ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ADAMS ASSET ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| OXY | 46.28% | Energy | -67.5% | -8.65% | 0 | 13% | ||
| AAPL | 3.15% | Tech | -17.59% | -0.04% | 0 | 34% | ||
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FEATURED IN
ADAMS ASSET ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Laura S. Adams | Member | April-2002 |
| Steven Adams | Managing Member/Chief Compliance Officer | March-2005 |
ADAMS ASSET ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ADAMS ASSET ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Firm uses fundamental and quantitative analysis, including some proprietary mathematical models, to determine recommended asset allocation and underlying securities selection. The main source of information is from various subscriber services, financial newspapers, filings with the Securities and Exchange Commission, corporate rating services, etc. The investment strategies used to implement any investment advice given to clients may include long and short term purchases, trading and short sales. Although our objective is to outperform the benchmark index of the various asset categories in which we invest, i.e. stocks, reit’s, mlp’s and bonds, clients should be prepared to lose in excess of those benchmark returns if we underperform or if we have unfortunate asset allocation recommendations.
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The Firm uses fundamental and quantitative analysis, including some proprietary mathematical models, to determine recommended asset allocation and underlying securities selection. The main source of information is from various subscriber services, financial newspapers, filings with the Securities and Exchange Commission, corporate rating services, etc. The investment strategies used to implement any investment advice given to clients may include long and short term purchases, trading and short sales. Although our objective is to outperform the benchmark index of the various asset categories in which we invest, i.e. stocks, reit’s, mlp’s and bonds, clients should be prepared to lose in excess of those benchmark returns if we underperform or if we have unfortunate asset allocation recommendations.
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ADAMS ASSET ADVISORS Portfolio Concentration
ADAMS ASSET ADVISORS Location
8150 N. CENTRAL EXPWY.
SUITE M1120
DALLAS, Texas
UNITED STATES, 75225
SUITE M1120
DALLAS, Texas
UNITED STATES, 75225
ADAMS ASSET ADVISORS Contact Information
Phone Number: 214-360-7410
Fax Number: 214-360-7415
Website: null
Fax Number: 214-360-7415
Website: null
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