COOKSON PEIRCE & Overview
Cookson Peirce & Company Inc is an investment advisor that manages 709.3 MM dollars in regulatory AUM and has 12 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/01 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 161% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 161% of the manager's regulatory AUM.
COOKSON PEIRCE & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COOKSON PEIRCE & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ABT | 4.09% | Health | 0.66% | -0.33% | 0 | 30% | ||
| LIN | 3.41% | Materials | 0% | -0.03% | 0 | 14% | ||
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FEATURED IN
COOKSON PEIRCE & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bruce W. Miller | Secretary, Chief Investment Officer, And Director | January-2007 |
| Nancy L. Santory | Treasurer, Chief Executive Officer, And Director | January-2007 |
| Daniel S. Henderson | President And Director | January-2007 |
| Robin M. Miller | Vp/Chief Compliance Officer | September-2010 |
| Cory S. Krebs | Executive Vice President | January-2014 |
COOKSON PEIRCE & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
COOKSON PEIRCE & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investments are managed using two primary classes of securities: Equities and Fixed
Income.
Equities are an investment in ownership of a firm and the return from these is derived from the value of the business going up (capital gains) and distribution of some of the profits (dividends). These investments are made by buying the equity directly in an individual corporation, but may also be done through ownership in a pool of equities such as an Exchange Traded Fund (ETF). Since the value of a business may vary with the economy and its own performance within its industry, the value of the investment in that business will fluctuate and can increase or decrease greatly in a short period of time.
Fixed Income is a loan to a corporation or government entity (Federal government, State or local government, or municipality). The profits of the corporation or tax revenues (or revenues from a defined sour...
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Investments are managed using two primary classes of securities: Equities and Fixed
Income.
Equities are an investment in ownership of a firm and the return from these is derived from the value of the business going up (capital gains) and distribution of some of the profits (dividends). These investments are made by buying the equity directly in an individual corporation, but may also be done through ownership in a pool of equities such as an Exchange Traded Fund (ETF). Since the value of a business may vary with the economy and its own performance within its industry, the value of the investment in that business will fluctuate and can increase or decrease greatly in a short period of time.
Fixed Income is a loan to a corporation or government entity (Federal government, State or local government, or municipality). The profits of the corporation or tax revenues (or revenues from a defined sour...
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COOKSON PEIRCE & Portfolio Concentration
COOKSON PEIRCE & Location
555 GRANT STREET, SUITE 380
PITTSBURGH, Pennsylvania
UNITED STATES, 15219-4421
PITTSBURGH, Pennsylvania
UNITED STATES, 15219-4421
COOKSON PEIRCE & Contact Information
Phone Number: 412-471-5320
Fax Number: 412-471-4563
Website: http://www.cooksonpeirce.com
Fax Number: 412-471-4563
Website: http://www.cooksonpeirce.com
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