FIRST MANHATTAN Overview
First Manhattan Company is an investment advisor that manages 21.5 BN dollars in regulatory AUM and has 129 employees, of which 44 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 27BN in positions, representing 127% 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 27BN in positions, representing 127% of the manager's regulatory AUM.
FIRST MANHATTAN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIRST MANHATTAN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.A | 38.4% | Financials | -3.51% | 1.59% | 5 | 12% | ||
| MSFT | 4.44% | Tech | 17.4% | -0.05% | 0 | 53% | ||
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FEATURED IN
FIRST MANHATTAN Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David Sanford Gottesman | Limited Partner | January-2006 |
| Robert William Gottesman | Chief Executive Officer | January-2006 |
| Neal Kravit Stearns | Chief Legal Officer | July-2002 |
| Bernard Charles Groveman | Limited Partner | January-2003 |
| Cheryl Marcia Kallem | Chief Financial/Chief Operations Officer | April-2004 |
| Neal Kravit Stearns | Chief Compliance Officer (For Purposes Of The Investment Advisers Act Rule 206(4)-7(C) And Finra Rule 3130) | October-2004 |
| Suzanne Marie Capellini | Compliance Director (For Purposes Of Nyse Rule 342.13(B)) | August-1986 |
| Charles Michael Rosenthal | Limited Partner | January-2008 |
FIRST MANHATTAN Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
FIRST MANHATTAN Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A substantial majority of the assets we manage are invested in equity securities. Equity securities include publicly and privately issued equity securities, common and preferred stocks, warrants, rights to subscribe to common stock and convertible securities, exchange-listed securities, over-the-counter securities, as well as instruments that attempt to track the price movement of equity indices. In making equity investments, our investment managers endeavor to use a risk-averse, value oriented approach.
We seek to identify companies with good businesses, proven profitability, strong balance sheets, a
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consistent record, conservative accounting, and managements that are devoted to increasing values for their shareholders.
However, investing in equity securities may involve substantial risks, inc luding the risk that stock prices will fall over short or extended periods of ti...
Unlock Full Investment Process Description
A substantial majority of the assets we manage are invested in equity securities. Equity securities include publicly and privately issued equity securities, common and preferred stocks, warrants, rights to subscribe to common stock and convertible securities, exchange-listed securities, over-the-counter securities, as well as instruments that attempt to track the price movement of equity indices. In making equity investments, our investment managers endeavor to use a risk-averse, value oriented approach.
We seek to identify companies with good businesses, proven profitability, strong balance sheets, a
6
consistent record, conservative accounting, and managements that are devoted to increasing values for their shareholders.
However, investing in equity securities may involve substantial risks, inc luding the risk that stock prices will fall over short or extended periods of ti...
Unlock Full Investment Process Description
FIRST MANHATTAN Portfolio Concentration
FIRST MANHATTAN Location
399 PARK AVENUE
NEW YORK, New York
UNITED STATES, 10022
NEW YORK, New York
UNITED STATES, 10022
FIRST MANHATTAN Contact Information
Phone Number: 212-756-3300
Fax Number: 212-671-1676
Website: https://www.firstmanhattan.com
Fax Number: 212-671-1676
Website: https://www.firstmanhattan.com
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