AMERICAN Overview
American Independence Fin Svcs is a hedge fund that manages 826.4 MM dollars in regulatory AUM and has 17 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/19. The fund's latest filing disclosed 20MM in positions, representing 2% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/19. The fund's latest filing disclosed 20MM in positions, representing 2% of the manager's regulatory AUM.
AMERICAN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AMERICAN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BNDX | 32.21% | ETF | 1.17% | 0.49% | 0 | 3% | ||
| TOTL | 30.4% | ETF | 1.45% | 0.54% | 0 | 4% | ||
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FEATURED IN
AMERICAN Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert A. Campbell | Vice President | March-2006 |
| Eric M. Rubin | President | September-2004 |
| John J. Pileggi | Managing Partner | September-2004 |
| Thaddeus M. Leszczynski | Chief Compliance Officer | March-2015 |
| Theresa C. Donovan | Chief Compliance Officer | May-2005 |
AMERICAN Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
AMERICAN Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategies and Methods of Analysis
American Independence offers the following investment strategies through its SMA platform:
LARGE CAP VALUE STRATEGY
The Large Cap Value Strategy’s (“Large Cap Value Strategy”) investment objective is to provide investors with long-term capital appreciation. The strategy benchmark is the Russell
1000 Value Index.
Principal Strategies. The Large Cap Value Strategy uses a value oriented approach to selecting stocks by identifying stocks that it considers undervalued (i.e., priced less than its real worth). Under normal market conditions, this strategy intends to invest in the following manner:
At least 80% of its net assets, plus borrowings for investment purposes, in common and/or preferred stocks;
At least 65% of its total assets in such stocks issued by U.S. companies with large market capitaliza...
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Investment Strategies and Methods of Analysis
American Independence offers the following investment strategies through its SMA platform:
LARGE CAP VALUE STRATEGY
The Large Cap Value Strategy’s (“Large Cap Value Strategy”) investment objective is to provide investors with long-term capital appreciation. The strategy benchmark is the Russell
1000 Value Index.
Principal Strategies. The Large Cap Value Strategy uses a value oriented approach to selecting stocks by identifying stocks that it considers undervalued (i.e., priced less than its real worth). Under normal market conditions, this strategy intends to invest in the following manner:
At least 80% of its net assets, plus borrowings for investment purposes, in common and/or preferred stocks;
At least 65% of its total assets in such stocks issued by U.S. companies with large market capitaliza...
Unlock Full Investment Process Description
AMERICAN Portfolio Concentration
AMERICAN Location
1345 AVENUE OF THE AMERICAS
2ND FLOOR
NEW YORK, New York
UNITED STATES, 10105
2ND FLOOR
NEW YORK, New York
UNITED STATES, 10105
AMERICAN Contact Information
Phone Number: 212-488-1331
Fax Number: 888-346-7142
Website: http://www.americanifs.com
Fax Number: 888-346-7142
Website: http://www.americanifs.com
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