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.
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
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ATHERTON LANE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
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 |
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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);
8
option writing, including covered options (occasionally);
trading (securities sold ...
Unlock Full Investment Process Description
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);
8
option writing, including covered options (occasionally);
trading (securities sold ...
Unlock Full Investment Process Description
ATHERTON LANE Portfolio Concentration
ATHERTON LANE Location
3000 SAND HILL ROAD
BLDG. 1, SUITE 170
MENLO PARK, California
UNITED STATES, 94025
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: https://www.athertonlane.com
Fax Number: 650-233-1201
Website: https://www.athertonlane.com
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