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 03/31/23. The fund's latest filing disclosed 130MM in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 03/31/23. The fund's latest filing disclosed 130MM in positions, representing 65% of the manager's regulatory AUM.
BOYAR ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOYAR ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 11.36% | Tech | 15.47% | 0.72% | 0 | 53% | ||
| HD | 6.69% | Cons. Disc. | -0.78% | -0.14% | 0 | 37% | ||
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FEATURED IN
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,...
Unlock Full Investment Process Description
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,...
Unlock Full Investment Process Description
BOYAR ASSET Portfolio Concentration
BOYAR ASSET Location
6 EAST 32ND STREET
7TH FLOOR
NEW YORK, New York
UNITED STATES, 10016
7TH FLOOR
NEW YORK, New York
UNITED STATES, 10016
BOYAR ASSET Contact Information
Phone Number: 212-995-8300
Fax Number: 212-995-5636
Website: https://www.boyarassetmanagement.com
Fax Number: 212-995-5636
Website: https://www.boyarassetmanagement.com
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