ALPHA CUBED Overview

Alpha Cubed Investments Llc is an investment advisor that manages 389.3 MM dollars in regulatory AUM and has 18 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 372MM in positions, representing 96% of the manager's regulatory AUM.

ALPHA CUBED StockAlpha

-3.4%
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

ALPHA CUBED Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.77% Tech -0.31% -0.09% 0 42%
PG 3.24% Cons. Staples -6.25% -0.09% 0 24%
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FEATURED IN
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ALPHA CUBED Founders and Key Employees

Name Title In Position Since
Steven B. Alexson Managing Member October-2011
Todd R. Walsh Managing Member June-2012
Christina M. Walsh Chief Compliance Officer February-2013

ALPHA CUBED Brokers, Custodians, Auditors and Administrators

Type Company

ALPHA CUBED Investment Strategy

Item 8: Methods of Analysis, Investment Strategies & Risk of Loss

Our firm subscribes one any one or more of the following methods of analysis and investment strategies in formulating investment advice or managing assets.

Methods of Analysis:
 Charting;
 Fundamental;
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 Technical;
 Cyclical.

Investment Strategies We Use:
 Long term purchases (securities held at least a year);
 Short term purchases (securities sold within a year);
 Trading (securities sold within 30 days);
 Short sales;
 Margin transactions;
 Option writing, including covered options, uncovered options or spreading strategies.

Please note:
Investing in securities involves risk of loss that clients should be prepared to bear. While the stock market may increase and your account(s) could enjoy a gain, it is also possible that the stock market may decrease and your account(s) coul...
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ALPHA CUBED Portfolio Concentration

ALPHA CUBED Location

3333 MICHELSON DR.
SUITE 620
IRVINE, California
UNITED STATES, 91612

ALPHA CUBED Contact Information

Phone Number: (800) 701-2457
Fax Number: DECEMBER
Website:

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