EFFICIENT MARKET Overview

Efficient Market Advisors Llc is an investment advisor that manages 582.7 MM dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/09 to 06/30/16. The fund's latest filing disclosed 610MM in positions, representing 105% of the manager's regulatory AUM.

EFFICIENT MARKET StockAlpha

-4%
Top 25%
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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

EFFICIENT MARKET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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EFFICIENT MARKET Founders and Key Employees

Name Title In Position Since
Herbert W. Morgan Ceo / Chief Investment Officer July-2004
Jeffrey C. Anderson Senior Vice President - Sales January-2008
Mary P. Morgan Owner July-2004
David B. Wescoe President And Chief Compliance Officer February-2014

EFFICIENT MARKET Brokers, Custodians, Auditors and Administrators

Type Company

EFFICIENT MARKET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. EMA’s proprietary investment process and real-world experience, is comprised of strategic, tactical and opportunistic elements using ETFs.

Strategic Asset Allocation considers an investor’s time horizon and the historical interrelationship of asset class prices irrespective of the current macroeconomic environment or the state of the business cycle. EMA uses this historical perspective to create the base upon which our investment thesis and opinions are implemented.

Tactical Asset Allocation implements EMA’s investment views by adjusting upward or downward the various asset class weightings in a Portfolio. EMA uses a top-down approach that considers multiple variables including relative valuation, economic cycle positioning, interest rate spreads, monetary and fiscal policy, political factors, yield curve analyses, and industry and sector valuations.

Opportunistic In...
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EFFICIENT MARKET Portfolio Concentration

EFFICIENT MARKET Location

12555 HIGH BLUFF DRIVE
SUITE 300
SAN DIEGO, California
UNITED STATES, 92130

EFFICIENT MARKET Contact Information

Phone Number: 858-847-0690
Fax Number: 858-630-2828
Website:

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