AMERICAN ASSETS Overview
American Assets Capital Advisers is an investment advisor that manages 91.8 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/17. The fund's latest filing disclosed 175MM in positions, representing 190% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/17. The fund's latest filing disclosed 175MM in positions, representing 190% of the manager's regulatory AUM.
AMERICAN ASSETS StockAlpha
| Top 25% |
2.5yr StockAlpha
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Fundamental & Technical Factor Exposure
AMERICAN ASSETS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CDZI | 7.07% | Utilities | -14.95% | -1.19% | 2 | 1% | ||
| BIP | 5.43% | Utilities | 6.22% | 0.19% | 1 | 4% | ||
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FEATURED IN
AMERICAN ASSETS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Burland B. East | Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer | July-2014 |
| Ernest S. Rady | Executive Chairman | July-2014 |
| Julie L. Schwartz | General Counsel | December-2012 |
AMERICAN ASSETS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
AMERICAN ASSETS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Investments & Strategies for Separate Accounts
The investment strategy of AACA in regards to separately managed accounts, including the wrap fee accounts sub-advised by AACA, usually is similar to that of the Altegris/AACA Fund with respect to equity securities (i.e., investing, trading and dealing in publicly traded real estate and real estate related securities). Additionally, AACA may purchase debt/bond securities for separate accounts. The investment strategy for separately managed accounts may differ from that of the Altegris/AACA Fund in order to comply with various state and federal regulatory issues depending on the nature, and/or the business and governing laws of the specific client that opens the separate account. The investment strategy for separately managed accounts also may differ based on the investment guidelines and objectives of the client.
B. Investments & Strate...
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A. Investments & Strategies for Separate Accounts
The investment strategy of AACA in regards to separately managed accounts, including the wrap fee accounts sub-advised by AACA, usually is similar to that of the Altegris/AACA Fund with respect to equity securities (i.e., investing, trading and dealing in publicly traded real estate and real estate related securities). Additionally, AACA may purchase debt/bond securities for separate accounts. The investment strategy for separately managed accounts may differ from that of the Altegris/AACA Fund in order to comply with various state and federal regulatory issues depending on the nature, and/or the business and governing laws of the specific client that opens the separate account. The investment strategy for separately managed accounts also may differ based on the investment guidelines and objectives of the client.
B. Investments & Strate...
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AMERICAN ASSETS Portfolio Concentration
AMERICAN ASSETS Location
11455 EL CAMINO REAL
SUITE 140
SAN DIEGO, California
UNITED STATES, 92130
SUITE 140
SAN DIEGO, California
UNITED STATES, 92130
AMERICAN ASSETS Contact Information
Phone Number: 858-345-1470
Fax Number: 858-345-1479
Website: http://www.aacadvisers.com
Fax Number: 858-345-1479
Website: http://www.aacadvisers.com
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