EVERETT HARRIS & Overview

Everett Harris & Company is an investment advisor that manages 6.7 BN dollars in regulatory AUM and has 18 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 42% of the manager's regulatory AUM.

EVERETT HARRIS & StockAlpha

-2%
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

EVERETT HARRIS & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.A 11.01% Financials 11.85% -0.45% 4 8%
COST 4.89% Cons. Staples -0.68% 0.18% 0 22%
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FEATURED IN
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EVERETT HARRIS & Founders and Key Employees

Name Title In Position Since
James D. Ward Cio & Cfo December-1992
Oliver N. Crary Chairman & Ceo December-1992
Robert W. Speidel Director Of Research April-2003
David A. Clark President January-2005
Anny H. Choe Chief Compliance Officer April-2011

EVERETT HARRIS & Brokers, Custodians, Auditors and Administrators

Type Company

EVERETT HARRIS & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Everett Harris uses a variety of securities when investing clients’ assets, including but not limited to U.S. and foreign equity securities, fixed income securities and options. Investing in securities involves risk of loss that clients should be prepared to bear.

Everett Harris may also invest a portion of a client’s assets in private placements, which are considered, in most cases, to be illiquid securities and may be harder to sell due to the fact that they do not trade in the open market.

Everett Harris may also invest a portion of certain sophisticated client’s assets in structured notes, which are considered to be a “hybrid” security and contain two or more different financial instruments. Structured notes are generally debt obligations that contain an embedded derivative component with its performance usually tracking the underlying instruments ...
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EVERETT HARRIS & Portfolio Concentration

EVERETT HARRIS & Location

888 WEST 6TH STREET
10TH FLOOR
LOS ANGELES, California
UNITED STATES, 90017

EVERETT HARRIS & Contact Information

Phone Number: 213-625-2677
Fax Number: 213-625-3143
Website:

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