CLEAR INVESTMENT Overview
Clear Investment Research Llc is an investment advisor that manages 3.2 BN dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/15 to 09/30/21. The fund's latest filing disclosed 62MM in positions, representing 2% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/15 to 09/30/21. The fund's latest filing disclosed 62MM in positions, representing 2% of the manager's regulatory AUM.
CLEAR INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
CLEAR INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IJH | 9.45% | ETF | 10.07% | 0.03% | 0 | 7% | ||
| IVV | 9.2% | ETF | 8.9% | -0.01% | 0 | 13% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
CLEAR INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph B. Jennings | Managing Member | August-2014 |
| Todd J. Smallwood | Chief Compliance Officer | August-2014 |
CLEAR INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CLEAR INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
We use fundamental analysis when considering investment strategies and recommendations for clients.
Fundamental analysis is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of a company). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in hopes of figuring out what sort of position to take with that security (underpriced = buy, overpriced = sell or short). Although most analysts use fundamental analysis to value stocks, this method of ...
Unlock Full Investment Process Description
Methods of Analysis
We use fundamental analysis when considering investment strategies and recommendations for clients.
Fundamental analysis is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of a company). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in hopes of figuring out what sort of position to take with that security (underpriced = buy, overpriced = sell or short). Although most analysts use fundamental analysis to value stocks, this method of ...
Unlock Full Investment Process Description
CLEAR INVESTMENT Portfolio Concentration
CLEAR INVESTMENT Location
200 GLENRIDGE POINT PARKWAY
SUITE 400
ATLANTA, Georgia
UNITED STATES, 30342
SUITE 400
ATLANTA, Georgia
UNITED STATES, 30342
CLEAR INVESTMENT Contact Information
Phone Number: 678-293-8667
Fax Number: DECEMBER
Website: null
Fax Number: DECEMBER
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here