BENDER ROBERT & Overview
Bender Robert & Associates is an investment advisor that manages 173.8 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 323MM in positions, representing 186% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 323MM in positions, representing 186% of the manager's regulatory AUM.
BENDER ROBERT & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BENDER ROBERT & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 23.5% | Tech | 9.89% | -0.02% | 0 | 45% | ||
| ISRG | 7.35% | Health | 22.43% | 1.57% | 0 | 14% | ||
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FEATURED IN
BENDER ROBERT & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert L. Bender | President, Chief Executive Officer | June-1978 |
| Catherine M. Emmett | Chief Compliance Officer | October-2004 |
| Reed G. Bender | Secretary | November-2014 |
BENDER ROBERT & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BENDER ROBERT & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss. Investing in securities involves risk of loss that clients should be prepared to bear.
RBA utilizes a strategy which is best described as Fundamental. RBA identifies high-quality growth companies in sectors of the market that are growing faster than the overall economy. We focus on owning companies that are one of the dominant players in their respective industry. Our in-depth research process includes the analysis of the company’s operating fundamentals and financial reports, reasonably forecasting future growth based on industry trends and the company’s competitive advantage and assessment of the management team’s ability to execute. The research process also includes attending various conferences annually,
performing on-site due diligence and utilizing industry specialists and corporate contacts. A
Robert Bender & Associates Form ADV Part 2 March 24, 2015 ...
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RBA utilizes a strategy which is best described as Fundamental. RBA identifies high-quality growth companies in sectors of the market that are growing faster than the overall economy. We focus on owning companies that are one of the dominant players in their respective industry. Our in-depth research process includes the analysis of the company’s operating fundamentals and financial reports, reasonably forecasting future growth based on industry trends and the company’s competitive advantage and assessment of the management team’s ability to execute. The research process also includes attending various conferences annually,
performing on-site due diligence and utilizing industry specialists and corporate contacts. A
Robert Bender & Associates Form ADV Part 2 March 24, 2015 ...
Unlock Full Investment Process Description
BENDER ROBERT & Portfolio Concentration
BENDER ROBERT & Location
245 S. LOS ROBLES AVENUE
SUITE 620
PASADENA, California
UNITED STATES, 91101
SUITE 620
PASADENA, California
UNITED STATES, 91101
BENDER ROBERT & Contact Information
Phone Number: 626-397-9072
Fax Number: 626-397-9090
Website: http://www.robertbender.com
Fax Number: 626-397-9090
Website: http://www.robertbender.com
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