GERSTEIN FISHER Overview

Gerstein Fisher is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 42 employees, of which 33 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 811MM in positions, representing 44% of the manager's regulatory AUM.

GERSTEIN FISHER StockAlpha

-3.6%
Top 25%
3yr 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

GERSTEIN FISHER Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BWZ 9.42% ETF -5.63% -0.6% 349 0%
EEM 7.04% ETF -5.45% -0.55% 0 13%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

GERSTEIN FISHER Founders and Key Employees

Name Title In Position Since
Gregg S. Fisher President, Chief Investment Officer April-1996
William A. Jollie Head Of Investment Operations October-2011
Brian E. Delman Chief Compliance Officer February-2015

GERSTEIN FISHER Brokers, Custodians, Auditors and Administrators

Type Company

GERSTEIN FISHER Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss
A. Gerstein Fisher may utilize the following methods of security analysis:

• Statistical and Quantitative – (analysis performed on value and momentum metrics, with a goal of identifying investment opportunities with the potential to outperform market benchmarks)

• Fundamental – (analysis performed on historical and present data, with the goal of analyzing financial markets) Gerstein Fisher may utilize the following investment strategies when implementing investment advice given to clients:

• Long Term Purchases (securities held at least a year)

• Short Term Purchases (securities sold within a year)

• Trading (securities sold within thirty (30) days)

• Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)

• Options (contract for the purchase or sale of a securit...
Get the Full Report

GERSTEIN FISHER Portfolio Concentration

GERSTEIN FISHER Location

565 FIFTH AVENUE
27TH FLOOR
NEW YORK, New York
UNITED STATES, 10017

GERSTEIN FISHER Contact Information

Phone Number: 212 968-0707
Fax Number: 212-968-9133
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B