AR ASSET MANAGEMENT Overview

Ar Asset Management Inc is an investment advisor that manages 495 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 231MM in positions, representing 47% of the manager's regulatory AUM.

AR ASSET MANAGEMENT StockAlpha

-1.9%
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

AR ASSET MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 6.15% Energy 2.09% -0.27% 0 29%
CVX 5.31% Energy 13.02% 0.28% 0 27%
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FEATURED IN
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AR ASSET MANAGEMENT Founders and Key Employees

Name Title In Position Since
Anita M. Rosenstein President February-1981
Arnold S. Rosenstein Secretary/Chief Compliance Officer February-1981
Annie A. Kim Vice President / Portfolio Manager February-2000

AR ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro

AR ASSET MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

ARAM’s primary method of analysis is fundamental analysis.

Fundamental analysis involves the fundamental financial condition and competitive position of a company. ARAM will analyze the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position amongst its competitors in order to determine the recommendations made to clients. The primary risk in using fundamental analysis is that while the overall health and position of a company may be good, market conditions may negatively impact
the security.


Investment Strategies

ARAM’s equity investment strategy emphasizes domestically and internationally traded common stocks, mostly with large market capitalizations. ARAM’s long-term investment approach generally results in low portfolio turnover, and ...
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AR ASSET MANAGEMENT Portfolio Concentration

AR ASSET MANAGEMENT Location

335 NORTH MAPLE DRIVE
SUITE 366
BEVERLY HILLS, California
UNITED STATES, 90210

AR ASSET MANAGEMENT Contact Information

Phone Number: (310) 859-7644
Fax Number: (310) 859-7854
Website:

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