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 09/30/19. The fund's latest filing disclosed 2BN in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 2BN in positions, representing 65% of the manager's regulatory AUM.
BLUESTEIN R H & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BLUESTEIN R H & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.98% | Tech | 42.96% | 1.16% | 0 | 41% | ||
| AMZN | 5.1% | Cons. Disc. | 8.56% | 0.01% | 0 | 41% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
BLUESTEIN R H & COMPANY Portfolio Concentration
BLUESTEIN R H & COMPANY Location
260 EAST BROWN STREET
SUITE 100
BIRMINGHAM, Michigan
UNITED STATES, 48009
SUITE 100
BIRMINGHAM, Michigan
UNITED STATES, 48009
BLUESTEIN R H & COMPANY Contact Information
Phone Number: 248-646-4000
Fax Number: 248-646-9866
Website: https://www.rhbco.com
Fax Number: 248-646-9866
Website: https://www.rhbco.com
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