DILIGENT INVESTORS Overview
Diligent Investors Llc is an investment advisor that manages 206.2 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 295MM in positions, representing 143% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 295MM in positions, representing 143% of the manager's regulatory AUM.
DILIGENT INVESTORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DILIGENT INVESTORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AGG | 5.55% | ETF | 0.89% | -0.02% | 0 | 0% | ||
| MSFT | 5.38% | Tech | 10.91% | 0.3% | 0 | 0% | ||
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FEATURED IN
DILIGENT INVESTORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edward P. Cicchillo | Managing Member And Chief Compliance Officer | July-2011 |
| Doyal N. Brown | Managing Member | July-2011 |
DILIGENT INVESTORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DILIGENT INVESTORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss.
Our firm will utilize fundamental analysis which examines earnings, dividends, new products, research and the like. Our firm will make long term purchases (securities held at least a year), and may make short term purchases (securities sold within a year). Investing in securities involves risk of loss that clients should be prepared to bear. While the stock market may increase and your account(s) could enjoy a gain, it is also possible that the stock market may decrease and your account(s) could suffer a loss. It is important that you understand the risks associated with investing in the stock market, are appropriately diversified in your investments, and ask us any questions you may have.
Additional Information Regarding Our Investment Strategies.
We generally invest client’s cash balances in money market funds, high-grade commercial paper and/or short term bond funds.
Our firm will utilize fundamental analysis which examines earnings, dividends, new products, research and the like. Our firm will make long term purchases (securities held at least a year), and may make short term purchases (securities sold within a year). Investing in securities involves risk of loss that clients should be prepared to bear. While the stock market may increase and your account(s) could enjoy a gain, it is also possible that the stock market may decrease and your account(s) could suffer a loss. It is important that you understand the risks associated with investing in the stock market, are appropriately diversified in your investments, and ask us any questions you may have.
Additional Information Regarding Our Investment Strategies.
We generally invest client’s cash balances in money market funds, high-grade commercial paper and/or short term bond funds.
DILIGENT INVESTORS Portfolio Concentration
DILIGENT INVESTORS Location
132 WEST RAMSEY STREET
BANNING, California
UNITED STATES, 92220
BANNING, California
UNITED STATES, 92220
DILIGENT INVESTORS Contact Information
Phone Number: (909) 792-2894
Fax Number: (909) 335-9533
Website: null
Fax Number: (909) 335-9533
Website: null
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