HOMRICH & BERG Overview

Homrich & Berg is an investment advisor that manages 3.9 BN dollars in regulatory AUM and has 71 employees, of which 48 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/10 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 28% of the manager's regulatory AUM.

HOMRICH & BERG StockAlpha

-3.3%
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

HOMRICH & BERG Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 28.47% ETF 1.78% 0.06% 1 10%
VIG 14.5% ETF 0.92% -0.08% 3 6%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

HOMRICH & BERG Founders and Key Employees

Name Title In Position Since
Andrew J. Berg Chief Executive Officer September-2005
Franklin H. Butterfield Principal January-1995
Adam L. Fuller Principal October-2001
Anthony J. Guinta Principal October-2002
Andrew R. Klepchick Principal March-2008
Christopher V. Casdia Chief Compliance Officer April-2008
Wayne D. Moss Principal December-2008
John P. Ribes Chief Operating Officer May-2013
William H. Bolen Principal January-2014

HOMRICH & BERG Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro

HOMRICH & BERG Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear. Homrich Berg provides advice on securities such as mutual funds, exchange traded funds (ETF’s), exchange traded notes (ETN’s), bonds, stocks, hedge funds, private equity funds, real
estate funds, and natural resources funds. Our methods of analysis, investment strategies, and certain risks are described below.

Third-party equity and fixed income mutual funds, ETFs/ETNs, hedge funds, private partnerships - Methods of Analysis

Quantitative Analysis – When evaluating third-party managers, we use a variety of investment factors that include, but are not limited to, performance statistics, risk
statistics, volatility, concentration (sector, position, and geographic), market-cap weightings, and liquidity of underlying securities. For passive (index) investments, we evaluate the
index methodology. Qua...
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HOMRICH & BERG Portfolio Concentration

HOMRICH & BERG Location

ONE BUCKHEAD PLAZA, SUITE 830
3060 PEACHTREE ROAD, NW
ATLANTA, Georgia
UNITED STATES, 30305-2240

HOMRICH & BERG Contact Information

Phone Number: 404-264-1400
Fax Number: 404-237-5114
Website:

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