EFG ASSET MANAGEMENT Overview

Efg Asset Management (americas) Corp. is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 11 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 235MM in positions, representing 15% of the manager's regulatory AUM.

EFG ASSET MANAGEMENT StockAlpha

-6.7%
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

EFG ASSET MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
USMV 10.23% ETF -0.88% -0.44% 0 5%
EWJ 7.04% ETF 1.87% -0.15% 0 3%
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EFG ASSET MANAGEMENT Founders and Key Employees

Name Title In Position Since
Juan C. Massens Coo September-2011
Hans A. Abate Director September-2011
James T. Lee Director September-2011
Mozamil Afzal Director September-2011
Natalia A. Napoleon Chief Compliance Officer April-2013
Scott W. Weyman Chief Executive Officer July-2013
Marco A. Tuesta Chief Financial Officer February-2014
Arturo De La Espriella Deputy Coo February-2014
Sixto Campano Director September-2011

EFG ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

EFG ASSET MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

General Description

Adviser may analyze the securities and other investment products it recommends, purchases or sells with respect to client accounts through its various specialized area programs using charting, fundamental, technical and cyclical methods. Adviser’s investment strategies used to implement discretionary investment management services to clients include long term strategies (securities and other investment products held at least a year) and short term strategies (securities and other investment products sold within a year, some within 30 days). The funds and other securities in which Adviser invests may engage in short selling, use leverage, invest in derivatives and target emerging markets, among other strategies. For the purposes of identifying various objective parameters, Adviser has created various ranges of risk/reward strategies to address clients’ i...
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EFG ASSET MANAGEMENT Portfolio Concentration

EFG ASSET MANAGEMENT Location

701 BRICKELL AVENUE
SUITE 1350
MIAMI, Florida
UNITED STATES, 33131

EFG ASSET MANAGEMENT Contact Information

Phone Number: 305-482-8000
Fax Number: 305-482-8200
Website:

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