BLUESTEIN R H & COMPANY Overview

Bluestein R H & Company is an investment advisor that manages 2.8 BN dollars in regulatory AUM and has 24 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 55% of the manager's regulatory AUM.

BLUESTEIN R H & COMPANY StockAlpha

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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

BLUESTEIN R H & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.01% Tech -2.29% 0.01% 0 42%
GOOG 3.85% Tech -3.45% -0.04% 0 34%
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FEATURED IN
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BLUESTEIN R H & COMPANY Founders and Key Employees

Name Title In Position Since
Robert H. Bluestein President February-1991
Jeffrey N. Bluestein Senior Managing Director And Chief Compliance Officer January-2008
Suzanne Bluestein Trustee December-2012
Michele M. Payment Chief Financial Officer January-2014

BLUESTEIN R H & COMPANY Brokers, Custodians, Auditors and Administrators

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

BLUESTEIN R H & COMPANY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

We confine the asset mix in the accounts that we manage primarily to traditional investment vehicles. Our focus is on equity securities listed on national and international


6
exchanges, securities traded over-the-counter, foreign issues, fixed-income obligations issued by the U.S. Treasury Department or various agencies of the U.S. Government, and high-grade corporate and municipal bonds rated at least single-A by Moody's or Standard
& Poor's rating services.

We strive, through a highly disciplined approach, to identify those corporate entities that maintain a dominant franchise in the markets in which they participate. Companies are screened on the basis of traditional fundamental research and analysis with particular emphasis on the quality of earnings, condition of the balance sheet, and certain financial ratios. Information is gathered from a variety of...
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BLUESTEIN R H & COMPANY Portfolio Concentration

BLUESTEIN R H & COMPANY Location

260 EAST BROWN STREET
SUITE 100
BIRMINGHAM, Michigan
UNITED STATES, 48009

BLUESTEIN R H & COMPANY Contact Information

Phone Number: 248-646-4000
Fax Number: 248-646-9866
Website:

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