AMERICAN TRUST Overview

American Trust Investment Advisors Llc is an investment advisor that manages 181 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/05 to 09/30/16. The fund's latest filing disclosed 99MM in positions, representing 55% of the manager's regulatory AUM.

AMERICAN TRUST StockAlpha

-1.5%
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 TRUST Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 4.93% Financials 10.89% -0.26% 0 28%
AAPL 4.79% Tech -2.99% -0.07% 0 42%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

AMERICAN TRUST Founders and Key Employees

Name Title In Position Since
Paul H. Collins President July-2001
Stephanie N. Brill Chief Compliance Officer February-2006
Andrew C. Callaghan Chief Investment Officer August-2006

AMERICAN TRUST Brokers, Custodians, Auditors and Administrators

Type Company

AMERICAN TRUST Investment Strategy

AMERICAN TRUST Portfolio Concentration

AMERICAN TRUST Location

ONE COURT STREET
LEBANON, New Hampshire
UNITED STATES, 03766-1358

AMERICAN TRUST Contact Information

Phone Number: 603-448-6415
Fax Number: 603-448-4569
Website:

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