GUILD INVESTMENT Overview
Guild Investment Management Inc. is an investment advisor that manages 160.9 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/12 to 09/30/18. The fund's latest filing disclosed 99MM in positions, representing 62% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/12 to 09/30/18. The fund's latest filing disclosed 99MM in positions, representing 62% of the manager's regulatory AUM.
GUILD INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GUILD INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DIA | 17.99% | ETF | -4.47% | 0.3% | 0 | 5% | ||
| AAPL | 8.8% | Tech | -14.54% | -0.39% | 0 | 42% | ||
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FEATURED IN
GUILD INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Montague N. Guild Jr. | Chief Investment Officer | January-1978 |
| Anthony R. Danaher | President, Chief Compliance Officer | July-1994 |
| Timmie T. Shirata | Executive Vice President | January-2012 |
GUILD INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
GUILD INVESTMENT Investment Strategy
Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss
Client portfolios are actively managed to take advantage of changing investment opportunities and to control risk. Guild’s principal investment strategies to achieve its objectives are:
Maintain a global perspective and seek to profit principally from U.S. and foreign equity securities, currencies, etfs, and other publicly traded instruments.
Actively manage portfolio exposure, allocating assets based on a continuous review of global market conditions, and seek attractive reward/risk ratios (this may result in more active trading, and it may result in Guild’s Global Aggressive Growth accounts at times being up to 200% invested, and at other times not being invested in securities at all).
Concentrate in certain countries, sectors, and/or industries that have more attractive fundamentals, while avoiding those with poor fundamentals. For
example, Guild may conce...
Unlock Full Investment Process Description
Client portfolios are actively managed to take advantage of changing investment opportunities and to control risk. Guild’s principal investment strategies to achieve its objectives are:
Maintain a global perspective and seek to profit principally from U.S. and foreign equity securities, currencies, etfs, and other publicly traded instruments.
Actively manage portfolio exposure, allocating assets based on a continuous review of global market conditions, and seek attractive reward/risk ratios (this may result in more active trading, and it may result in Guild’s Global Aggressive Growth accounts at times being up to 200% invested, and at other times not being invested in securities at all).
Concentrate in certain countries, sectors, and/or industries that have more attractive fundamentals, while avoiding those with poor fundamentals. For
example, Guild may conce...
Unlock Full Investment Process Description
GUILD INVESTMENT Portfolio Concentration
GUILD INVESTMENT Location
12400 WILSHIRE BLVD.
SUITE 1080
LOS ANGELES, California
UNITED STATES, 90025
SUITE 1080
LOS ANGELES, California
UNITED STATES, 90025
GUILD INVESTMENT Contact Information
Phone Number: 310-826-8600
Fax Number: 310-826-8611
Website: http://www.guildinvestment.com
Fax Number: 310-826-8611
Website: http://www.guildinvestment.com
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