BOYAR ASSET Overview

Boyar Asset Management Inc. is an investment advisor that manages 200.7 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/02 to 09/30/16. The fund's latest filing disclosed 127MM in positions, representing 63% of the manager's regulatory AUM.

BOYAR ASSET StockAlpha

+0.8%
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

BOYAR ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HD 5.37% Cons. Disc. 3.48% -0.08% 0 34%
MSFT 4.78% Tech 7.26% 0.3% 0 36%
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FEATURED IN
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BOYAR ASSET Founders and Key Employees

Name Title In Position Since
Mark A. Boyar President/Director June-1983
Lee B. Boyar Owner June-1983
Jonathan I. Boyar Owner/Chief Compliance Officer June-1983

BOYAR ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

BOYAR ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
The Adviser primarily utilizes the fundamental approach to security analysis and portfolio management. The fundamental approach involves an analysis of the fundamental operating, financial and industry conditions affecting each company whose securities are under consideration. The Adviser also considers current yield, price, earnings and dividend growth potential, and economic, political and sociological factors in its analysis.

The Adviser seeks to invest in companies that are generally trading below their intrinsic worth, which is defined as the estimated current worth of a company that would accrue to its stockholders in the event of either (i) the liquidation of the company's assets upon the termination of operations or (ii) the merger, consolidation or sale of the company.

The Adviser uses certain investment techniques in managing client portfolios, including,...
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BOYAR ASSET Portfolio Concentration

BOYAR ASSET Location

6 EAST 32ND STREET
7TH FLOOR
NEW YORK, New York
UNITED STATES, 10016

BOYAR ASSET Contact Information

Phone Number: 212-995-8300
Fax Number: 212-995-5636
Website:

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