HOLLOW BROOK WEALTH Overview
Hollow Brook Wealth Management Llc is an investment advisor that manages 350 MM dollars in regulatory AUM and has 11 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 09/30/18. The fund's latest filing disclosed 128MM in positions, representing 37% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 09/30/18. The fund's latest filing disclosed 128MM in positions, representing 37% of the manager's regulatory AUM.
HOLLOW BROOK WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HOLLOW BROOK WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EPD | 7.68% | Energy | -3.96% | 0.64% | 0 | 11% | ||
| KBWB | 6.13% | ETF | -6.43% | 0.17% | 1 | 1% | ||
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FEATURED IN
HOLLOW BROOK WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edgar W. Nordberg | Chairman | January-1999 |
| Philip E. Richter | President | January-2014 |
| Alan L. Bazaar | Ceo | January-2014 |
| Philip E. Richter | Chief Compliance Officer | February-2013 |
| David A. Oring | Vice President | February-2015 |
HOLLOW BROOK WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HOLLOW BROOK WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Hollow Brook conducts fundamental and technical analysis as well as charting on all securities recommended for client accounts. In certain cases Hollow Brook will simultaneously manage separate accounts as well as advise on manager selection and asset allocation for a given client. Below is a summary of Hollow Brook’s businesses and our methods of analysis.
Separate Accounts (Discretionary)
In the separate account business, Hollow Brook manages the Hollow Brook Capital Management strategy, which is a public equity portfolio that employs a top down macro approach coupled with the research-driven bottom up security selection process. Hollow Brook’s internal research process utilizes a wide variety of tools to field, select, purchase and monitor equity investments. Hollow Brook’s discretionary account research process includes, but is not limited to a review of the follo...
Unlock Full Investment Process Description
Hollow Brook conducts fundamental and technical analysis as well as charting on all securities recommended for client accounts. In certain cases Hollow Brook will simultaneously manage separate accounts as well as advise on manager selection and asset allocation for a given client. Below is a summary of Hollow Brook’s businesses and our methods of analysis.
Separate Accounts (Discretionary)
In the separate account business, Hollow Brook manages the Hollow Brook Capital Management strategy, which is a public equity portfolio that employs a top down macro approach coupled with the research-driven bottom up security selection process. Hollow Brook’s internal research process utilizes a wide variety of tools to field, select, purchase and monitor equity investments. Hollow Brook’s discretionary account research process includes, but is not limited to a review of the follo...
Unlock Full Investment Process Description
HOLLOW BROOK WEALTH Portfolio Concentration
HOLLOW BROOK WEALTH Location
420 LEXINGTON AVENUE
SUITE 2840
NEW YORK, New York
UNITED STATES, 10170
SUITE 2840
NEW YORK, New York
UNITED STATES, 10170
HOLLOW BROOK WEALTH Contact Information
Phone Number: 212-364-1840
Fax Number: 212-364-1849
Website: https://www.hballc.com
Fax Number: 212-364-1849
Website: https://www.hballc.com
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