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 09/30/19. The fund's latest filing disclosed 4BN in positions, representing 60% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 4BN in positions, representing 60% of the manager's regulatory AUM.
EVERETT HARRIS & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EVERETT HARRIS & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.A | 11.16% | Financials | 8.42% | -0.07% | 7 | 9% | ||
| AAPL | 6.71% | Tech | 23.22% | 0.76% | 0 | 41% | ||
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FEATURED IN
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 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
10TH FLOOR
LOS ANGELES, California
UNITED STATES, 90017
EVERETT HARRIS & Contact Information
Phone Number: 213-625-2677
Fax Number: 213-625-3143
Website: http://www.everettharris.com
Fax Number: 213-625-3143
Website: http://www.everettharris.com
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