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 09/30/16. The fund's latest filing disclosed 713MM in positions, representing 86% of the manager's regulatory AUM.

ADAMS ASSET ADVISORS StockAlpha

-4.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ADAMS ASSET ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OXY 59.86% Energy -2.84% -5.11% 1 14%
MUR 1.5% Energy 8.87% 0% 0 7%
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FEATURED IN
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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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ADAMS ASSET ADVISORS Portfolio Concentration

ADAMS ASSET ADVISORS Location

8150 N. CENTRAL EXPWY.
SUITE M1120
DALLAS, Texas
UNITED STATES, 75225

ADAMS ASSET ADVISORS Contact Information

Phone Number: 214-360-7410
Fax Number: 214-360-7415
Website:

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