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.

GIRALDA ADVISORS LLC StockAlpha

-0.8%
Top 25%
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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

GIRALDA ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SSO 100% ETF 4.57% 0.4% 0 2%
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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

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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GIRALDA ADVISORS LLC Portfolio Concentration

GIRALDA ADVISORS LLC Location

ONE GIRALDA FARMS
SUITE 130
MADISON, New Jersey
UNITED STATES, 07940

GIRALDA ADVISORS LLC Contact Information

Phone Number: 973-984-3352
Fax Number: 973-292-0003
Website:

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