FISHMAN JAY A LTD Overview
Fishman Jay A Ltd is an investment advisor that manages 511.2 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 534MM in positions, representing 104% 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 534MM in positions, representing 104% of the manager's regulatory AUM.
FISHMAN JAY A LTD StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FISHMAN JAY A LTD Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 14.53% | Tech | 19.62% | 1.5% | 0 | 41% | ||
| JPM | 5.99% | Financials | 11.88% | 0.3% | 0 | 39% | ||
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FEATURED IN
FISHMAN JAY A LTD Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jay A. Fishman | Chief Compliance Officer/President | September-1983 |
FISHMAN JAY A LTD Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FISHMAN JAY A LTD Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Jay A. Fishman, Ltd. has emphasized a disciplined, conservative investment philosophy for over forty years. We focus on wealth preservation and long term growth of capital. Our portfolio managers are committed to deliver the firm’s investment philosophy to each client.
The cornerstones of our investment philosophy are as follows:
We emphasize independent fundamental research to identify good and high quality common stocks that possess the potential for above average investment returns over intermediate and longer term time frames of three to five years or longer. Our firm’s research is supplemented by numerous outside research sources. We believe that an emphasis on long term investments in superior companies is rewarding.
We concentrate our research efforts on common stocks of companies with mid to large sized capitalizations of $5 billion or greater and select compani...
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Jay A. Fishman, Ltd. has emphasized a disciplined, conservative investment philosophy for over forty years. We focus on wealth preservation and long term growth of capital. Our portfolio managers are committed to deliver the firm’s investment philosophy to each client.
The cornerstones of our investment philosophy are as follows:
We emphasize independent fundamental research to identify good and high quality common stocks that possess the potential for above average investment returns over intermediate and longer term time frames of three to five years or longer. Our firm’s research is supplemented by numerous outside research sources. We believe that an emphasis on long term investments in superior companies is rewarding.
We concentrate our research efforts on common stocks of companies with mid to large sized capitalizations of $5 billion or greater and select compani...
Unlock Full Investment Process Description
FISHMAN JAY A LTD Portfolio Concentration
FISHMAN JAY A LTD Location
901 WILSHIRE DRIVE
SUITE 555
TROY, Michigan
UNITED STATES, 48084-4108
SUITE 555
TROY, Michigan
UNITED STATES, 48084-4108
FISHMAN JAY A LTD Contact Information
Phone Number: 248-740-9400
Fax Number: 248-740-9401
Website: http://jaf-ltd.com
Fax Number: 248-740-9401
Website: http://jaf-ltd.com
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