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 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 106% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 106% of the manager's regulatory AUM.
BAKER AVENUE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BAKER AVENUE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTBSX | 6.46% | ETF | 0.18% | -0.21% | 0 | 6% | ||
| AGG | 5.77% | ETF | 0.21% | -0.18% | 0 | 7% | ||
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FEATURED IN
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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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
FLOOR 2
SAN FRANCISCO, California
UNITED STATES, 94111
BAKER AVENUE ASSET Contact Information
Phone Number: 415-986-1110
Fax Number: 415-986-4140
Website: http://www.bakerave.com
Fax Number: 415-986-4140
Website: http://www.bakerave.com
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