GRATRY & COMPANY LLC Overview

Gratry & Company Llc is an investment advisor that manages 248.7 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 128MM in positions, representing 52% of the manager's regulatory AUM.

GRATRY & COMPANY LLC StockAlpha

-13.2%
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

GRATRY & COMPANY LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ACN 4.36% Tech -3% -0.04% 0 17%
NXPI 4.08% Tech -3.96% -0.05% 0 13%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

GRATRY & COMPANY LLC Founders and Key Employees

Name Title In Position Since
Gregory A. Tropf Managing Director- Research April-2000
Mark A. Anderson Managing Director-Investments And Chief Compliance Officer December-2000
Jerome R. Gratry President January-2007
Robert S. Tynes Managing Director February-2007

GRATRY & COMPANY LLC Brokers, Custodians, Auditors and Administrators

Type Company

GRATRY & COMPANY LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

Gratry & Company’s investment process blends a top-down approach to country and sector allocations, with a fundamental, bottom-up approach to security selection. The top-down and bottom-up analyses are conducted simultaneously, and neither takes precedence over the other.

Our top-down analysis begins with a macro-economic review of the principal economies in our universe by grading a country’s economic performance on a scale of above average to below average. On an on- going basis, we evaluate trends in three primary factors: 1) macro-economic; 2) monetary; and 3) valuation. Macro-economic and monetary factors include: employment data, tax policies, balance of payments, inflation, the general level and direction of interest rates, etc. Valuations of country’s stock

10
markets take into account price/earnings ratios, dividend yields, and earnings growth prospe...
Get the Full Report

GRATRY & COMPANY LLC Portfolio Concentration

GRATRY & COMPANY LLC Location

20600 CHAGRIN BLVD
SUITE 320
SHAKER HTS., Ohio
UNITED STATES, 44122-5334

GRATRY & COMPANY LLC Contact Information

Phone Number: 216-283-8423
Fax Number: 216-283-8220
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