ALLEN INVESTMENT Overview

Allen Investment Management Llc is an investment advisor.

The manager's has disclosed holdings from 06/30/05 to 09/30/16.

ALLEN INVESTMENT StockAlpha

-2.3%
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

ALLEN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CMCSA 6.53% Cons. Disc. 3.96% 0.09% 0 23%
PCLN 6.34% Cons. Disc. 1.92% -0.08% 0 24%
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FEATURED IN
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ALLEN INVESTMENT Founders and Key Employees

Name Title In Position Since
Robert J. Allen President/Chief Compliance Officer June-2014

ALLEN INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

ALLEN INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

Method of Analysis

Allen Investment Management, Inc. generally employs fundamental analyses; we evaluate economic factors including interest rates, the current state of the economy, or the future growth of an industry sector. Our research may be drawn from sources such as financial periodicals, materials developed by economists and other industry professionals, company press releases and annual reports, prospectus and other regulatory filings, as well as inspections of corporate activities.

Investment Strategy

Our primary investment strategy is focused on long term purchases; we select securities with the idea of holding them in a client portfolio for a year or longer. We employ value-investing strategies when we believe securities to be undervalued, or we will add exposure to a particular asset class over a determined period of time thr...
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ALLEN INVESTMENT Portfolio Concentration

ALLEN INVESTMENT Location


ALLEN INVESTMENT Contact Information

Phone Number: 703-945-3641
Fax Number: PO BOX 4441
Website:

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Disclaimer

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