DOHENY ASSET Overview
Doheny Asset Management is an investment advisor that manages 267.6 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 86MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 86MM in positions, representing 32% of the manager's regulatory AUM.
DOHENY ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DOHENY ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 13.37% | Tech | 7.98% | -0.04% | 0 | 45% | ||
| ENPH | 4.88% | Industrials | -13.41% | -0.73% | 0 | 16% | ||
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FEATURED IN
DOHENY ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William H. Doheny | Chief Compliance Officer, Managing Member | August-2010 |
DOHENY ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DOHENY ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the
company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
8
Technical Analysis. We analyze past market movements and apply that analysis to the present in an atte...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the
company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
8
Technical Analysis. We analyze past market movements and apply that analysis to the present in an atte...
Unlock Full Investment Process Description
DOHENY ASSET Portfolio Concentration
DOHENY ASSET Location
10877 WILSHIRE BLVD
SUITE 1406
LOS ANGELES, California
UNITED STATES, 90024-4341
SUITE 1406
LOS ANGELES, California
UNITED STATES, 90024-4341
DOHENY ASSET Contact Information
Phone Number: 310-209-5500
Fax Number: 310-208-4181
Website: http://www.dohenyasset.com
Fax Number: 310-208-4181
Website: http://www.dohenyasset.com
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