DAVID R. RAHN & Overview
David R. Rahn & Associates Inc. is an investment advisor that manages 209.8 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 178MM in positions, representing 85% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 178MM in positions, representing 85% of the manager's regulatory AUM.
DAVID R. RAHN & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DAVID R. RAHN & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| XLF | 8.1% | ETF | 6.98% | -0.25% | 0 | 8% | ||
| AMZN | 7.59% | Cons. Disc. | 7.31% | -0.32% | 0 | 45% | ||
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FEATURED IN
DAVID R. RAHN & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David R. Rahn | President/Cfo/Secretary/Director | May-1992 |
| Clara Basile | Vice President/Portfolio Manager | July-1992 |
| William D. Oberman | Vice President/Chief Compliance Officer/Portfolio Manager | July-1992 |
DAVID R. RAHN & Brokers, Custodians, Auditors and Administrators
| Type | Company |
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DAVID R. RAHN & Investment Strategy
ITEM 8: METHOD OF ANALYSIS, INVESTMENT STRATEGIES AND Risk of Loss
Avalon Research
Avalon makes investment decisions within the context of a long-term, historical perspective on investments and asset classes. Avalon analyzes the sequential relationships that exist among interest rates, bonds, stocks, currencies, commodities and business activity. Avalon monitors these relationships using computer-intensive techniques that enable Avalon to isolate opportunities for inclusion in a portfolio given the market environment and the client’s goals and risk tolerance.
Avalon also subscribes to a number of other research sources, in order to supplement its core research.
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Avalon Capital Management Part 2 A SEC File Number: 801-37257
CRD Number: 107491 (“Brochure”)
Avalon’s Portfolio Design and Manageme...
Unlock Full Investment Process Description
Avalon Research
Avalon makes investment decisions within the context of a long-term, historical perspective on investments and asset classes. Avalon analyzes the sequential relationships that exist among interest rates, bonds, stocks, currencies, commodities and business activity. Avalon monitors these relationships using computer-intensive techniques that enable Avalon to isolate opportunities for inclusion in a portfolio given the market environment and the client’s goals and risk tolerance.
Avalon also subscribes to a number of other research sources, in order to supplement its core research.
6
Avalon Capital Management Part 2 A SEC File Number: 801-37257
CRD Number: 107491 (“Brochure”)
Avalon’s Portfolio Design and Manageme...
Unlock Full Investment Process Description
DAVID R. RAHN & Portfolio Concentration
DAVID R. RAHN & Location
495 SEAPORT COURT STE 106
PORT OF REDWOOD CITY, California
UNITED STATES, 94063-2785
PORT OF REDWOOD CITY, California
UNITED STATES, 94063-2785
DAVID R. RAHN & Contact Information
Phone Number: 650-306-1500
Fax Number: 650-306-1499
Website: http://www.avaloncapital.com
Fax Number: 650-306-1499
Website: http://www.avaloncapital.com
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