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 09/30/16. The fund's latest filing disclosed 130MM in positions, representing 62% of the manager's regulatory AUM.

DAVID R. RAHN & StockAlpha

-3.2%
Top 25%
3yr StockAlpha Register for more...

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

DAVID R. RAHN & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHH 8.76% ETF -7.39% -0.76% 1 1%
AAPL 4.96% Tech -2.29% 0.01% 0 42%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

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...
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

DAVID R. RAHN & Contact Information

Phone Number: 650-306-1500
Fax Number: 650-306-1499
Website:

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
Path A