HOWE & RUSLING INC Overview
Howe & Rusling Inc is an investment advisor that manages 812.7 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 753MM in positions, representing 93% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 753MM in positions, representing 93% of the manager's regulatory AUM.
HOWE & RUSLING INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HOWE & RUSLING INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JNJ | 3.48% | Health | 9.67% | -0.06% | 0 | 33% | ||
| GVI | 3.37% | ETF | 1.93% | -0.1% | 3 | 0% | ||
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FEATURED IN
HOWE & RUSLING INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Craig D. Cairns | President, Chairman And Chief Compliance Officer | March-2003 |
| Samuel R. King | Vice President | January-2002 |
| Robert J. Prorok | Vice President | January-2002 |
| Casey D. Ryan | Vice President | August-2004 |
| Vincent A. Russo | Vice President | August-2004 |
| Mary L. Sisson | Vice President | October-2006 |
| Brett L. Winnefeld | Vice President | October-2006 |
| Stefan K. Astheimer | Vice President | December-2012 |
| Kathleen E. Schwingel | Vice President | January-2010 |
| Martin J. Cournan | Shareholder | October-2006 |
| Kurt Gelke | Shareholder | October-2006 |
HOWE & RUSLING INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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HOWE & RUSLING INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Howe & Rusling’s equity & ETF analysis is based on both “top-down” economic research which includes macroeconomic forecasts and geopolitical analysis, and on “bottom-up” fundamental research which generates investment ideas for individual securities based on our proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. Our top-down research helps determine our tactical, geographic, and sector weightings as well as our risk profile. Our bottom-up research identifies opportunities in stocks which may be undervalued, or whose growth seems overly discounted.
Once we have identified opportunities through our bottom-up analysis, we look at these opportunities within the context of the economic picture painted by our top-down research. We try to identify opportunities whose investment theses are aligned to our overall forecasts and then begin to investig...
Unlock Full Investment Process Description
A. Howe & Rusling’s equity & ETF analysis is based on both “top-down” economic research which includes macroeconomic forecasts and geopolitical analysis, and on “bottom-up” fundamental research which generates investment ideas for individual securities based on our proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. Our top-down research helps determine our tactical, geographic, and sector weightings as well as our risk profile. Our bottom-up research identifies opportunities in stocks which may be undervalued, or whose growth seems overly discounted.
Once we have identified opportunities through our bottom-up analysis, we look at these opportunities within the context of the economic picture painted by our top-down research. We try to identify opportunities whose investment theses are aligned to our overall forecasts and then begin to investig...
Unlock Full Investment Process Description
HOWE & RUSLING INC Portfolio Concentration
HOWE & RUSLING INC Location
120 EAST AVE
ROCHESTER, New York
UNITED STATES, 14604
ROCHESTER, New York
UNITED STATES, 14604
HOWE & RUSLING INC Contact Information
Phone Number: 585-325-4140
Fax Number: 585-325-7361
Website: http://www.howeandrusling.com
Fax Number: 585-325-7361
Website: http://www.howeandrusling.com
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