ANALYTIC ASSET Overview

Analytic Asset Management Inc is a hedge fund that manages 11.7 BN dollars in regulatory AUM and has 47 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 9BN in positions, representing 76% of the manager's regulatory AUM.

ANALYTIC ASSET StockAlpha

+2%
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

ANALYTIC ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 3.07% Health -4.59% -0.02% 0 34%
MCD 2.85% Cons. Disc. 4.21% 0.06% 0 22%
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ANALYTIC ASSET Founders and Key Employees

Name Title In Position Since
Roger G. Clarke Manager (Chairman) October-1996
Harindra De Silva Manager/President May-1999
Amy C. Stueve Chief Compliance Officer September-2004
Kathleen F. Dutton Chief Administrative Officer January-2012
Michael E. Brogan Manager/Managing Director December-2014
Dennis E. Roy Chief Operating Officer January-2012

ANALYTIC ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
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Custodian Pro
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Prime Broker Pro
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ANALYTIC ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Analytic provides services utilizing a quantitative (a system of analysis using complex mathematical and statistical modeling, measurement and research) investment approach through which investment recommendations are model-driven. In providing investment management services, we manage client assets which include long-only and long-short mandates. Client accounts are quantitatively (as defined above) managed independent of one another in accordance with specific client mandates, restrictions and instructions. Given specific constraints of an individual client account and the trade cycle and rotation of trading client accounts, instances may arise when one or more client account holds a long position in a specific security, while one or more client account holds a short position in the same security. These instances may also arise considering benchmark-relative investment mandates and the level at which individual cl...
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ANALYTIC ASSET Portfolio Concentration

ANALYTIC ASSET Location

555 WEST FIFTH STREET
50TH FLOOR
LOS ANGELES, California
UNITED STATES, 90013

ANALYTIC ASSET Contact Information

Phone Number: 213.688.3015
Fax Number: 213.688.8856
Website:

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