GIRALDA ADVISORS LLC Overview
Giralda Advisors Llc is an investment advisor that manages 248.3 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/13 to 09/30/16. The fund's latest filing disclosed 1MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/13 to 09/30/16. The fund's latest filing disclosed 1MM in positions, representing 0% of the manager's regulatory AUM.
GIRALDA ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GIRALDA ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
GIRALDA ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jerry A. Miccolis | President/Chief Investment Officer | March-2015 |
| Gladys S. Chow | Vice President | March-2015 |
| Martin C. Bicknell | Chairman | March-2015 |
| Robert J. Diquollo | Member | October-2014 |
| Iryna Y. Northrip | Chief Compliance Officer | March-2015 |
GIRALDA ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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GIRALDA ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss We invest primarily in ETFs. We use swaps for hedging purposes. We may use options. Principal Investment Strategies:
Sector Dynamics
Giralda’s Sector Dynamics strategy is a quantitative momentum-driven strategy that evaluates trends in industry sectors to help us detect meaningful shifts and movements. We then put that information to work to make dynamic, tactical sector rotation decisions and opportunistic rebalancing changes. This strategy is executed via exchange traded funds and through swap contracts.
The strategy utilizes stable-weighting. In the absence of buy or sell signals, sector allocation is kept stable by periodic rebalancing of the target weights of the sectors. A sector’s target weight is fixed by Giralda, based on the sector’s long-term average market-cap weight in the S&P 500 Index. As compared to market-cap weighting, under which the sector weights continually fluctuate b...
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Sector Dynamics
Giralda’s Sector Dynamics strategy is a quantitative momentum-driven strategy that evaluates trends in industry sectors to help us detect meaningful shifts and movements. We then put that information to work to make dynamic, tactical sector rotation decisions and opportunistic rebalancing changes. This strategy is executed via exchange traded funds and through swap contracts.
The strategy utilizes stable-weighting. In the absence of buy or sell signals, sector allocation is kept stable by periodic rebalancing of the target weights of the sectors. A sector’s target weight is fixed by Giralda, based on the sector’s long-term average market-cap weight in the S&P 500 Index. As compared to market-cap weighting, under which the sector weights continually fluctuate b...
Unlock Full Investment Process Description
GIRALDA ADVISORS LLC Portfolio Concentration
GIRALDA ADVISORS LLC Location
ONE GIRALDA FARMS
SUITE 130
MADISON, New Jersey
UNITED STATES, 07940
SUITE 130
MADISON, New Jersey
UNITED STATES, 07940
GIRALDA ADVISORS LLC Contact Information
Phone Number: 973-984-3352
Fax Number: 973-292-0003
Website: http://www.thegiraldafund.com
Fax Number: 973-292-0003
Website: http://www.thegiraldafund.com
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