AGRAN LIBBIE Overview

Agran Libbie is an investment advisor that manages 701.1 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 350MM in positions, representing 50% of the manager's regulatory AUM.

AGRAN LIBBIE StockAlpha

-1.9%
Top 25%
3yr StockAlpha Register for more...

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

AGRAN LIBBIE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6.72% Tech -2.99% -0.1% 0 42%
BRK.A 3.83% Financials 11% -0.16% 0 8%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

AGRAN LIBBIE Founders and Key Employees

Name Title In Position Since
Mary E. Agran Senior Advisor March-2012
Peter W. Mueller President March-2012
Peter W. Mueller Chief Compliance Officer February-2007

AGRAN LIBBIE Brokers, Custodians, Auditors and Administrators

Type Company

AGRAN LIBBIE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We take into account both qualitative and quantitative factors when selecting investments. We analyze the trends of short-term and long-term interest rates, the consumer price index, the wholesale price index, the index of leading indicators, the gross domestic product, and other business indicators to determine the direction of the economy and the timing of purchases and sales of investments. Our method for selecting individual investments is based on fundamental analysis of corporate balance sheets, income statements, cash flow statements, and earnings estimates. We use Bloomberg services for security information and analysis and Morningstar for mutual fund analysis. Investments are analyzed as to their tax consequences and we seek tax counsel when it is deemed necessary.

All investments are subject to the risk of loss. Equity investments often fluctuate significantly in value due to a variety of factors th...
Get the Full Report

AGRAN LIBBIE Portfolio Concentration

AGRAN LIBBIE Location

2120 COLORADO AVENUE
SUITE 100
SANTA MONICA, California
UNITED STATES, 90404

AGRAN LIBBIE Contact Information

Phone Number: 310-586-1828
Fax Number: 310-586-1851
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B