ATHERTON LANE Overview

Atherton Lane Advisers Llc is an investment advisor that manages 2.8 BN dollars in regulatory AUM and has 36 employees, of which 26 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 12/31/15. The fund's latest filing disclosed 2BN in positions, representing 60% of the manager's regulatory AUM.

ATHERTON LANE StockAlpha

-5.5%
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

ATHERTON LANE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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ATHERTON LANE Founders and Key Employees

Name Title In Position Since
Perry V. Olson Managing Member February-2005
Janet K. Littlefield Managing Member February-2005
Gary R. Patterson Managing Member February-2005
William E. Mcdonnell Chief Compliance Officer September-2008

ATHERTON LANE Brokers, Custodians, Auditors and Administrators

Type Company

ATHERTON LANE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

8.1 Investment Strategies. We believe in active portfolio management. We do not believe that the markets are “efficient”. We do not employ a “passive” investment strategy. Our primary investment focus is on asset allocation across a range of asset classes such as cash, bonds, stocks, real estate and precious metals such as gold. We focus on a global investment strategy. Flexibility is essential to our strategy. We look to the financial markets to present opportunities. We do not engage in frequent trading strategies.

Our investment strategies include:

 long-term purchases (securities held for at least a year);

 short-term purchases (securities sold within a year);

 margin transactions (occasionally);
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 option writing, including covered options (occasionally);

 trading (securities sold ...
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ATHERTON LANE Portfolio Concentration

ATHERTON LANE Location

3000 SAND HILL ROAD
BLDG. 1, SUITE 170
MENLO PARK, California
UNITED STATES, 94025

ATHERTON LANE Contact Information

Phone Number: 650-233-1200
Fax Number: 650-233-1201
Website:

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