AUREUS ASSET Overview
Aureus Asset Management Llc is a hedge fund that manages 1.3 BN dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 79% of the manager's regulatory AUM.
AUREUS ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AUREUS ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 5.39% | Cons. Disc. | 2.27% | -0.28% | 0 | 45% | ||
| AAPL | 4.47% | Tech | 6.15% | -0.06% | 0 | 36% | ||
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FEATURED IN
AUREUS ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David W. Scudder | Member | July-2005 |
| Karen M. Firestone | Member President And Ceo | July-2005 |
| George N. Jeppson | Member | July-2005 |
| Thaddeus H. Davis | Member | July-2005 |
| Michael W. Kellogg | Member & Chief Compliance Officer | January-2014 |
| Stefan B. Karlsson | Member | January-2014 |
| Stacey J. Atkinson | Member | July-2005 |
AUREUS ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
AUREUS ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
8.A Our internal equity investment approach is a deliberate departure from much of the mainstream Wall Street convention. All security selection at Aureus is the result of our own primary research. We generate ideas through multiple avenues - our extensive experience and knowledge of companies, proprietary screens of quantitative and qualitative characteristics, and discussions with industry participants. Our fundamental research process involves interviews and meetings with management, conversations with academics and thought leaders in many fields, and modeling of each company over the next several years. We believe in a concentrated portfolio of 30-40 names, across a variety of industry sectors, countries, and market capitalization. These elements combine to build a "best ideas" separately-managed portfolio for each of our clients.
When we initiate a position in a stock or fund, we have an estimat...
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8.A Our internal equity investment approach is a deliberate departure from much of the mainstream Wall Street convention. All security selection at Aureus is the result of our own primary research. We generate ideas through multiple avenues - our extensive experience and knowledge of companies, proprietary screens of quantitative and qualitative characteristics, and discussions with industry participants. Our fundamental research process involves interviews and meetings with management, conversations with academics and thought leaders in many fields, and modeling of each company over the next several years. We believe in a concentrated portfolio of 30-40 names, across a variety of industry sectors, countries, and market capitalization. These elements combine to build a "best ideas" separately-managed portfolio for each of our clients.
When we initiate a position in a stock or fund, we have an estimat...
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AUREUS ASSET Portfolio Concentration
AUREUS ASSET Location
ONE WINTHROP SQUARE
BOSTON, Massachusetts
UNITED STATES, 02110
BOSTON, Massachusetts
UNITED STATES, 02110
AUREUS ASSET Contact Information
Phone Number: 617.728.8900
Fax Number: 617.728.8901
Website: https://www.aureus-asset.com
Fax Number: 617.728.8901
Website: https://www.aureus-asset.com
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