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 12/31/19. The fund's latest filing disclosed 2BN in positions, representing 55% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 12/31/19. The fund's latest filing disclosed 2BN in positions, representing 55% of the manager's regulatory AUM.
HOMRICH & BERG StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HOMRICH & BERG Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 33.22% | ETF | -19.67% | -0.53% | 1 | 9% | ||
| VIG | 13.63% | ETF | -15.11% | 0.23% | 2 | 7% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
HOMRICH & BERG Portfolio Concentration
HOMRICH & BERG Location
ONE BUCKHEAD PLAZA, SUITE 830
3060 PEACHTREE ROAD, NW
ATLANTA, Georgia
UNITED STATES, 30305-2240
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: http://www.homrich-berg.com
Fax Number: 404-237-5114
Website: http://www.homrich-berg.com
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