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 09/30/16. The fund's latest filing disclosed 169MM in positions, representing 48% of the manager's regulatory AUM.

HOLLOW BROOK WEALTH StockAlpha

-3.9%
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

HOLLOW BROOK WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GILD 8.91% Health -8.47% -0.25% 0 27%
FUN 8.03% Cons. Disc. 6.29% 0.41% 1 3%
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FEATURED IN
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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...
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HOLLOW BROOK WEALTH Portfolio Concentration

HOLLOW BROOK WEALTH Location

420 LEXINGTON AVENUE
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:

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