GAGNON ADVISORS LLC Overview
Gagnon Advisors Llc is an investment advisor that manages 153 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 474MM in positions, representing 310% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 474MM in positions, representing 310% of the manager's regulatory AUM.
GAGNON ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GAGNON ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EPD | 50% | Energy | 5.51% | 2.38% | 1 | 0% | ||
| CDNA | 4.96% | Health | 20.8% | 0.15% | 0 | 0% | ||
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FEATURED IN
GAGNON ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Susan E. Dumont | Chief Compliance Officer | January-2002 |
| Susan E. Dumont | Chief Financial Officer | January-2002 |
| Neil J. Gagnon | Chief Executive Officer | February-2002 |
| Brian J. Gagnon | Research Analyst | January-2009 |
| Maureen O. Drew | Research Analyst | January-2009 |
| Benjamin C. Atkinson | Managing Member | March-2015 |
GAGNON ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
GAGNON ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
In providing investment advice to the Private Funds, Gagnon Advisors utilizes the experience of Neil Gagnon, Gagnon Advisors’ principal decision maker, in identifying investment opportunities. There can be no assurance that Gagnon Advisors will be successful in pursuing the investment objectives of each Private Fund or that the investment strategies outlined below will be successful.
Investment Strategies
The GIA Funds
The investment strategy of the GIA Funds primarily involves investments in marketable securities of companies whose securities are traded on a United States securities exchange or in the NASDAQ or non‐NASDAQ over‐the‐counter‐market. Such investments may be in the form of common stock, preferred stock and securities, including debt securities, convertible into or exercisable to purchase common stock or preferred stock of such co...
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Methods of Analysis
In providing investment advice to the Private Funds, Gagnon Advisors utilizes the experience of Neil Gagnon, Gagnon Advisors’ principal decision maker, in identifying investment opportunities. There can be no assurance that Gagnon Advisors will be successful in pursuing the investment objectives of each Private Fund or that the investment strategies outlined below will be successful.
Investment Strategies
The GIA Funds
The investment strategy of the GIA Funds primarily involves investments in marketable securities of companies whose securities are traded on a United States securities exchange or in the NASDAQ or non‐NASDAQ over‐the‐counter‐market. Such investments may be in the form of common stock, preferred stock and securities, including debt securities, convertible into or exercisable to purchase common stock or preferred stock of such co...
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GAGNON ADVISORS LLC Portfolio Concentration
GAGNON ADVISORS LLC Location
1370 6TH AVENUE, 24TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
NEW YORK, New York
UNITED STATES, 10019
GAGNON ADVISORS LLC Contact Information
Phone Number: 212-554-5050
Fax Number: 212-265-6417
Website: null
Fax Number: 212-265-6417
Website: null
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