BEACH INVESTMENT Overview

Beach Investment Management Llc. is an investment advisor that manages 96.2 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/07 to 09/30/16. The fund's latest filing disclosed 53MM in positions, representing 55% of the manager's regulatory AUM.

BEACH INVESTMENT StockAlpha

-6.8%
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

BEACH INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PEGI 6.52% Utilities -13.29% -0.64% 0 3%
MMP 6.45% Energy -0.96% -0.4% 0 8%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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BEACH INVESTMENT Founders and Key Employees

Name Title In Position Since
Walter T. Beach Managing Member January-1998
Thomas E. Beach Managing Member January-1998
Cheri A. Cecchin Chief Compliance Officer March-2013

BEACH INVESTMENT Brokers, Custodians, Auditors and Administrators

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

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. The Adviser anticipates that the Funds' portfolio turnover rates could be substantial.

These strategies and investments involve risk of loss to the Funds 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 tends to decrease. Conver...
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BEACH INVESTMENT Portfolio Concentration

BEACH INVESTMENT Location

300 BARR HARBOR DRIVE
SUITE 220
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428

BEACH INVESTMENT Contact Information

Phone Number: 610-940-1111
Fax Number: 610-940-1118
Website:

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