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 12/31/20. The fund's latest filing disclosed 384MM in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 12/31/20. The fund's latest filing disclosed 384MM in positions, representing 112% of the manager's regulatory AUM.
AMERICAN RESEARCH & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AMERICAN RESEARCH & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.06% | Tech | 1.26% | -0.39% | 0 | 52% | ||
| IBM | 4.01% | Tech | 7.54% | -0.05% | 0 | 16% | ||
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FEATURED IN
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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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. <...
Unlock Full Investment Process Description
AMERICAN RESEARCH & Portfolio Concentration
AMERICAN RESEARCH & Location
145 FRONT STREET
MARION, Massachusetts
UNITED STATES, 02738
MARION, Massachusetts
UNITED STATES, 02738
AMERICAN RESEARCH & Contact Information
Phone Number: 508-748-1665
Fax Number: 508-748-2880
Website: http://www.arm-co.com/
Fax Number: 508-748-2880
Website: http://www.arm-co.com/
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