BAKER AVENUE ASSET Overview

Baker Avenue Asset Management Lp is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 25 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 697MM in positions, representing 57% of the manager's regulatory AUM.

BAKER AVENUE ASSET StockAlpha

-4.1%
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

BAKER AVENUE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BND 6.17% ETF -3.5% -0.25% 0 4%
AGG 5.26% ETF -3.38% -0.2% 0 3%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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BAKER AVENUE ASSET Founders and Key Employees

Name Title In Position Since
Simon G. Baker Ceo & Managing Partner Of Baker Avenue Asset Management Lp/Managing Member Of Simbonbaker & Partners Llc January-2005
Eric S. Jardine Partner Of Baker Avenue Asset Management Lp January-2006
Gerald M. Luff Chief Operating Officer/Partner Of Baker Avenue Asset Management Lp May-2006
King S. Lip Partner Of Baker Avenue Asset Management Lp/Managing Director Of Simonbaker & Partners Llc January-2010
Richard C. Mordesovich Partner Of Baker Avenue Asset Management Lp September-2008
Doug S. Couden Partner Of Baker Avenue Asset Management Lp February-2012
Scott C. Stephens Partner Of Baker Avenue Asset Management Lp January-2014
Hannah G. Kim Chief Compliance Officer Of Baker Avenue Asset Management Lp/Chief Compliance Officer Of Simonbaker & Partners Llc January-2013
John S. Tassone Chief Operating Officer Of Simonbaker & Partners Llc April-2014
Peter A. Sigal Partner Of Baker Avenue Asset Management Lp October-2014

BAKER AVENUE ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

BAKER AVENUE ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


All Cap Core

The All Cap Core strategy seeks to preserve and grow capital by investing in fundamentally and technically strong stocks across all market capitalizations and ETFs in low-risk markets and protecting portfolio principal by allocating up to 100% to cash in high risk markets. The strategy utilizes a quantitative and fundamental approach supplemented by macro analysis with prudent risk management controls in an attempt to control downside losses and protect capital.


Global Tactical Indexing Strategy


The Global Tactical strategy is actively managed with an investment objective to achieve long-
term returns that outperform the overall stock market. The Global Tactical strategy invests globally across a broadly diversified portfolio of asset classes including U.S. and international large-cap, mid-cap, small-cap, growth, and value stocks and commodities. ...
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BAKER AVENUE ASSET Portfolio Concentration

BAKER AVENUE ASSET Location

301 BATTERY STREET
FLOOR 2
SAN FRANCISCO, California
UNITED STATES, 94111

BAKER AVENUE ASSET Contact Information

Phone Number: 415-986-1110
Fax Number: 415-986-4140
Website:

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