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 09/30/16. The fund's latest filing disclosed 196MM in positions, representing 22% of the manager's regulatory AUM.

GEMMER ASSET StockAlpha

-1.3%
Top 25%
2.75yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GEMMER ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ABM 12.23% Industrials 8.79% 0.17% 2 3%
SCHV 8.23% ETF 6.78% 0.18% 2 0%
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FEATURED IN
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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...
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GEMMER ASSET Portfolio Concentration

GEMMER ASSET Location

1655 NORTH MAIN ST
SUITE 360
WALNUT CREEK, California
UNITED STATES, 94596

GEMMER ASSET Contact Information

Phone Number: 925-933-3786
Fax Number: 925-933-6165
Website:

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