FRANKLIN STREET Overview
Franklin Street Advisors Inc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 40 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 687MM in positions, representing 31% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 687MM in positions, representing 31% of the manager's regulatory AUM.
FRANKLIN STREET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FRANKLIN STREET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.52% | Tech | 79.65% | 1.87% | 0 | 43% | ||
| MSFT | 5.18% | Tech | 37.56% | -0.4% | 0 | 47% | ||
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FEATURED IN
FRANKLIN STREET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert C. Eubanks | President | July-1991 |
| Carol E. Manzon | Sec/Tres./Chief Compliance Officer | October-1993 |
| Jr W. Thompson | Vice President | April-2003 |
| William R. Newell | Vice President | March-2010 |
| Myron R. Teaney | Vice President | April-2012 |
FRANKLIN STREET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
FRANKLIN STREET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Asset Allocation Committee meets periodically to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments.
We have three recommended Strategic Asset Allocation models available for clients - Growth, Moderate and Conservative with Strategic allocations and tactical allocations among Global Equities (Domestic/Non US Developed and Non US Emerging), Real Assets (Natural Resources/Commodities, and Real Estate), Diversifying Assets, and Global Fixed Income (Core, High Yield, and Emerging Market).
In addition to our Strategic Asset Allocation models, Franklin Street Advisors also constructs portfolios for clients with specific investment needs. Examples of specific investment portfolios are: Tax-Exempt Bond portfolios and Small Cap Growth Equity portfolio.
Investing in securities involves r...
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The Asset Allocation Committee meets periodically to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments.
We have three recommended Strategic Asset Allocation models available for clients - Growth, Moderate and Conservative with Strategic allocations and tactical allocations among Global Equities (Domestic/Non US Developed and Non US Emerging), Real Assets (Natural Resources/Commodities, and Real Estate), Diversifying Assets, and Global Fixed Income (Core, High Yield, and Emerging Market).
In addition to our Strategic Asset Allocation models, Franklin Street Advisors also constructs portfolios for clients with specific investment needs. Examples of specific investment portfolios are: Tax-Exempt Bond portfolios and Small Cap Growth Equity portfolio.
Investing in securities involves r...
Unlock Full Investment Process Description
FRANKLIN STREET Portfolio Concentration
FRANKLIN STREET Location
1450 RALEIGH ROAD
SUITE 300
CHAPEL HILL, North Carolina
UNITED STATES, 27517-8833
SUITE 300
CHAPEL HILL, North Carolina
UNITED STATES, 27517-8833
FRANKLIN STREET Contact Information
Phone Number: 919-489-2600
Fax Number: 919-490-4415
Website: http://www.franklin-street.com/
Fax Number: 919-490-4415
Website: http://www.franklin-street.com/
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