GUARDIAN INVESTMENT Overview
Guardian Investment Management is an investment advisor that manages 255.1 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/20. The fund's latest filing disclosed 115MM in positions, representing 45% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/20. The fund's latest filing disclosed 115MM in positions, representing 45% of the manager's regulatory AUM.
GUARDIAN INVESTMENT StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GUARDIAN INVESTMENT Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
AAPL | 9.32% | Tech | 9.97% | 0.01% | 0 | 36% | ||
CMCSA | 5.34% | Cons. Disc. | 6.27% | -0.27% | 0 | 14% | ||
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GUARDIAN INVESTMENT Founders and Key Employees
Name | Title | In Position Since |
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Robert M. Tomasello | Principal, President | April-2013 |
Donald L. Hansen | Principal | February-1976 |
Stephen A. Ethridge | Principal, Chief Compliance Officer | April-2013 |
GUARDIAN INVESTMENT Brokers, Custodians, Auditors and Administrators
Type | Company |
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GUARDIAN INVESTMENT Investment Strategy
GUARDIAN INVESTMENT Portfolio Concentration
GUARDIAN INVESTMENT Location
425 CALIFORNIA STREET, 17TH FLR.
181 SECOND AVE. SAN MATEO,CA.
SAN FRANCISCO, California
UNITED STATES, 94104
181 SECOND AVE. SAN MATEO,CA.
SAN FRANCISCO, California
UNITED STATES, 94104
GUARDIAN INVESTMENT Contact Information
Phone Number: 415-765-6860
Fax Number: 415-765-1785
Website: http://www.guardinv.com
Fax Number: 415-765-1785
Website: http://www.guardinv.com
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