ALLEN INVESTMENT Overview
Allen Investment Management Llc is an investment advisor.
The manager's has disclosed holdings from 06/30/05 to 06/30/21.
The manager's has disclosed holdings from 06/30/05 to 06/30/21.
ALLEN INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALLEN INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UNH | 7.38% | Health | 6.15% | 0.19% | 0 | 26% | ||
| GOOG | 6.97% | Tech | 10.5% | -0.47% | 0 | 35% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
ALLEN INVESTMENT Portfolio Concentration
ALLEN INVESTMENT Location
ALLEN INVESTMENT Contact Information
Phone Number: 703-945-3641
Fax Number: PO BOX 4441
Website: http://alleninvestmentmanagement.net
Fax Number: PO BOX 4441
Website: http://alleninvestmentmanagement.net
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