AMERICAN RESEARCH & Overview

American Research & Management Company . is an investment advisor that manages 344 MM dollars in regulatory AUM and has 7 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 256MM in positions, representing 75% of the manager's regulatory AUM.

AMERICAN RESEARCH & StockAlpha

-1.8%
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 RESEARCH & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IBM 10.54% Tech 5.78% 0.44% 0 24%
XOM 3.99% Energy 2.87% -0.15% 0 29%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

AMERICAN RESEARCH & Founders and Key Employees

Name Title In Position Since
Andrew Fletcher Mcintire Vice President- Chief Compliance Officer February-2000
Eric Haakon Strand President October-2004

AMERICAN RESEARCH & Brokers, Custodians, Auditors and Administrators

Type Company

AMERICAN RESEARCH & Investment Strategy

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

AR&M follows a long-term investment orientation which primarily focuses on fundamental analysis. Fundamental analysis is a general assessment based upon various factors including sales, revenue, expenses, earnings, cash flows and dividend prospects.

AR&M’s main sources of research information include SEC filings, financial newspapers and magazines, inspections of corporate activity, corporate ratings services, annual reports, prospectuses, proprietary models, company press releases and research materials prepared by others.

AR&M seeks to allocate its client’s investment management assets on a discretionary basis among fixed income and equity securities. The firm may from time to time also invest in mutual funds, exchange traded funds, options, municipal securities, warrants, commercial paper, corporate bonds, certificates of deposit, U.S. government securities and limited partnerships. <...
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AMERICAN RESEARCH & Portfolio Concentration

AMERICAN RESEARCH & Location

145 FRONT STREET
MARION, Massachusetts
UNITED STATES, 02738

AMERICAN RESEARCH & Contact Information

Phone Number: 508-748-1665
Fax Number: 508-748-2880
Website:

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