GEMMER ASSET Overview
Gemmer Asset Management Llc is an investment advisor that manages 873.3 MM dollars in regulatory AUM and has 12 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 03/31/21. The fund's latest filing disclosed 640MM in positions, representing 73% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 03/31/21. The fund's latest filing disclosed 640MM in positions, representing 73% of the manager's regulatory AUM.
GEMMER ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GEMMER ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHF | 8.85% | ETF | 6.11% | -0.34% | 1 | 0% | ||
| SCHG | 7.87% | ETF | 16.34% | 0.39% | 1 | 0% | ||
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FEATURED IN
GEMMER ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David L. Gemmer | Managing | November-1999 |
| Mario R. Hernandez | Member & Chief Compliance Officer | January-2003 |
| Charles J. Blankley | Member | January-2003 |
| Scott D. Gemmer | Member | December-2004 |
| Brian C. Gemmer | Member | January-2006 |
GEMMER ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GEMMER ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We manage portfolios using an asset allocation approach. Asset Allocation describes the manner in which a client’s portfolio will be diversified among various types of asset classes such as stocks, bonds, and cash. Rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance. A risk of asset allocation is that the client may not participate in sharp increases in a particular security, industry or market sector. Another risk is that the ratio of securities, fixed income, and cash will change over time due to stock and market movements and, if not corrected, will no longer be appropriate for the client’s goals.
We may invest a client’s account in mutual funds or exchange traded funds (ETFs) which are likely to have differing degrees of risk. None of the inves...
Unlock Full Investment Process Description
We manage portfolios using an asset allocation approach. Asset Allocation describes the manner in which a client’s portfolio will be diversified among various types of asset classes such as stocks, bonds, and cash. Rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance. A risk of asset allocation is that the client may not participate in sharp increases in a particular security, industry or market sector. Another risk is that the ratio of securities, fixed income, and cash will change over time due to stock and market movements and, if not corrected, will no longer be appropriate for the client’s goals.
We may invest a client’s account in mutual funds or exchange traded funds (ETFs) which are likely to have differing degrees of risk. None of the inves...
Unlock Full Investment Process Description
GEMMER ASSET Portfolio Concentration
GEMMER ASSET Location
1655 NORTH MAIN ST
SUITE 360
WALNUT CREEK, California
UNITED STATES, 94596
SUITE 360
WALNUT CREEK, California
UNITED STATES, 94596
GEMMER ASSET Contact Information
Phone Number: 925-933-3786
Fax Number: 925-933-6165
Website: http://www.gemmerllc.com
Fax Number: 925-933-6165
Website: http://www.gemmerllc.com
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