BEACH INVESTMENT Overview
Beach Investment Counsel Inc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/02 to 03/31/18. The fund's latest filing disclosed 960MM in positions, representing 60% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/02 to 03/31/18. The fund's latest filing disclosed 960MM in positions, representing 60% of the manager's regulatory AUM.
BEACH INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BEACH INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EPD | 5.52% | Energy | 17.48% | 0.31% | 0 | 12% | ||
| JPM | 5.45% | Financials | -1.45% | -0.13% | 0 | 32% | ||
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FEATURED IN
BEACH INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas E. Beach | Managing Director | January-1995 |
| Walter T. Beach | Managing Director | December-1997 |
| Keith S. Jennings | Managing Director | June-2002 |
| Cheri A. Cecchin | Chief Compliance Officer | March-2013 |
BEACH INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BEACH INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Adviser seeks a long-term total return by investing in a combination of asset classes, including, but not limited to U.S. equities, small- to mid-capitalization companies, real estate investment trusts and fixed income securities.
In carrying out its investment objective, the Adviser uses fundamental research, charting analysis, and technical analytical tools and approaches. The Adviser employs several techniques, including short sales and leverage in certain client accounts. The Adviser anticipates that the portfolio turnover rates could be substantial.
These strategies and investments involve risk of loss to the portfolio and Investors must be prepared to bear the loss of their entire investment.
Interest Rate Risks. Generally, the value of fixed-income securities changes inversely with changes in interest rates. As interest rates rise, the market value of fixed-income securities...
Get the Full Report
The Adviser seeks a long-term total return by investing in a combination of asset classes, including, but not limited to U.S. equities, small- to mid-capitalization companies, real estate investment trusts and fixed income securities.
In carrying out its investment objective, the Adviser uses fundamental research, charting analysis, and technical analytical tools and approaches. The Adviser employs several techniques, including short sales and leverage in certain client accounts. The Adviser anticipates that the portfolio turnover rates could be substantial.
These strategies and investments involve risk of loss to the portfolio and Investors must be prepared to bear the loss of their entire investment.
Interest Rate Risks. Generally, the value of fixed-income securities changes inversely with changes in interest rates. As interest rates rise, the market value of fixed-income securities...
Get the Full Report
BEACH INVESTMENT Portfolio Concentration
BEACH INVESTMENT Location
300 BARR HARBOR DRIVE
SUITE 220
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428
SUITE 220
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428
BEACH INVESTMENT Contact Information
Phone Number: 610-940-1111
Fax Number: 610-940-1118
Website: null
Fax Number: 610-940-1118
Website: null
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