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 09/30/16. The fund's latest filing disclosed 151MM in positions, representing 87% of the manager's regulatory AUM.

BENDER ROBERT & StockAlpha

-1.9%
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

BENDER ROBERT & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 11.06% Tech -2.29% 0.03% 0 42%
ILMN 7.09% Health -29.59% -1.66% 0 8%
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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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BENDER ROBERT & Portfolio Concentration

BENDER ROBERT & Location

245 S. LOS ROBLES AVENUE
SUITE 620
PASADENA, California
UNITED STATES, 91101

BENDER ROBERT & Contact Information

Phone Number: 626-397-9072
Fax Number: 626-397-9090
Website:

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