CHARTIST INC Overview

Chartist Inc is an investment advisor that manages 254.9 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 191MM in positions, representing 75% of the manager's regulatory AUM.

CHARTIST INC StockAlpha

-2.5%
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

CHARTIST INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SHW 27.76% Materials -2.18% -2.21% 0 18%
DIA 26.22% ETF 7.36% 0.95% 0 4%
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CHARTIST INC Founders and Key Employees

Name Title In Position Since
Steven G. Mais Executive Vice President/Chief Compliance Officer September-2004
William E. Mais Vice President July-1999
Christopher K. Mais Vice President July-1999
Daniel F. Sullivan President November-1975

CHARTIST INC Brokers, Custodians, Auditors and Administrators

Type Company

CHARTIST INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Form ADV Part 2A, Item 8

Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you.

 Charting Analysis – involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends. Charts may not accurately predict future price movements. Current prices of securities may not reflect all information known about the security and day to day changes in market prices of securities may follow random patterns and may not be predictable with any reliable degree of accuracy.
 Technical Analysis – involves studying past price patter...
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CHARTIST INC Portfolio Concentration

CHARTIST INC Location

5122 KATELLA AVE. #200
LOS ALAMITOS, California
UNITED STATES, 90740

CHARTIST INC Contact Information

Phone Number: 562-596-2385
Fax Number: 562-596-1280
Website:

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