AMERICAN ASSETS Overview

American Assets Investment Management Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 430MM in positions, representing 26% of the manager's regulatory AUM.

AMERICAN ASSETS StockAlpha

-0.1%
Top 25%
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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

AMERICAN ASSETS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WFC 9.38% Financials 30.12% 0.59% 0 29%
AAT 8.32% Financials -1.04% -1.35% 3 2%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

AMERICAN ASSETS Founders and Key Employees

Name Title In Position Since
Ernest S. Rady Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer & Trustee Of Managing Member August-2002
Karen A. Fleck Chief Financial Officer December-2012
Julie L. Schwartz General Counsel December-2012

AMERICAN ASSETS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

AMERICAN ASSETS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Investments & Strategies for AAIF

The Partnership was organized for the primary purpose of investing in U.S. publicly traded securities (equity and debt). AAIF may also invest in options, convertible securities, debt/bond securities and all other types of financial instruments, partnerships or hedge funds, all as determined by the General Partner. The descriptions of the specific activities in which the Partnership may engage should not be understood to limit in any way the types of investment activities or the allocation of Partnership capital among such investments that AAIF may make. The Partnership may engage in any investment activities which the General Partner considers appropriate and consistent with the Partnership’s objective.

The Partnership’s objective is to achieve capital appreciation through primarily long investing in U.S. equity securities of public companies, as well as va...
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AMERICAN ASSETS Portfolio Concentration

AMERICAN ASSETS Location

11455 EL CAMINO REAL
SUITE 140
SAN DIEGO, California
UNITED STATES, 92130

AMERICAN ASSETS Contact Information

Phone Number: 858-345-1461
Fax Number: 858-345-1479
Website:

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