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 12/31/20. The fund's latest filing disclosed 106MM in positions, representing 50% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 12/31/20. The fund's latest filing disclosed 106MM in positions, representing 50% 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 | ||
---|---|---|---|---|---|---|---|---|
JQUA | 9.96% | Financials | 0.25% | -0.99% | 15 | 0% | ||
PSEP | 9.25% | Financials | 0.57% | -0.62% | 10 | 0% | ||
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DAVID R. RAHN & Founders and Key Employees
Name | Title | In Position Since |
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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.
6
Avalon Capital Management Part 2 A SEC File Number: 801-37257
CRD Number: 107491 (“Brochure”)
Avalon’s Portfolio Design and Manageme...
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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...
Get the Full Report
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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