ICON ADVISERS INC Overview
Icon Advisers Inc is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 45 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 678MM in positions, representing 27% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 678MM in positions, representing 27% of the manager's regulatory AUM.
ICON ADVISERS INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ICON ADVISERS INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CVX | 2.87% | Energy | -6.01% | -0.18% | 0 | 25% | ||
| BAC | 2.33% | Financials | 13.23% | 0.11% | 0 | 25% | ||
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FEATURED IN
ICON ADVISERS INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Craig T. Callahan | President And Chief Executive Officer | October-2014 |
| Donald Salcito | Executive Vice President & General Counsel | September-2005 |
| Brian D. Harding | Chief Financial Officer | January-2013 |
| Carrie M. Schoffman | Senior Vice President & Chief Compliance Officer | January-2013 |
ICON ADVISERS INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ICON ADVISERS INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methodology
ICON ITAPs
The ICON Funds are proprietary to the ITAPs and are managed by ICON. This discussion relates to the ICON Funds as managed by ICON. It is important to note that while many investment managers characterize their style as
falling into one of nine style boxes: by a company’s market capitalization (small-cap, mid-cap, or large-cap) and by style (value, blend or growth), ICON does not. Rather, ICON manages its products using an approach that imposes
no limits or restrictions on the market capitalization of its investments. ICON has the freedom to invest in small-,
mid-, and large-size companies because ICON believes equity securities migrate through the grid over time.
Equity Funds
ICON uses a disciplined, methodology to identify industries and sectors that our methodology suggests are underpriced relative to our calculation of intrinsic value (valu...
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Methodology
ICON ITAPs
The ICON Funds are proprietary to the ITAPs and are managed by ICON. This discussion relates to the ICON Funds as managed by ICON. It is important to note that while many investment managers characterize their style as
falling into one of nine style boxes: by a company’s market capitalization (small-cap, mid-cap, or large-cap) and by style (value, blend or growth), ICON does not. Rather, ICON manages its products using an approach that imposes
no limits or restrictions on the market capitalization of its investments. ICON has the freedom to invest in small-,
mid-, and large-size companies because ICON believes equity securities migrate through the grid over time.
Equity Funds
ICON uses a disciplined, methodology to identify industries and sectors that our methodology suggests are underpriced relative to our calculation of intrinsic value (valu...
Unlock Full Investment Process Description
ICON ADVISERS INC Portfolio Concentration
ICON ADVISERS INC Location
5299 DTC BOULEVARD
SUITE 1200
GREENWOOD VILLAGE, Colorado
UNITED STATES, 80111
SUITE 1200
GREENWOOD VILLAGE, Colorado
UNITED STATES, 80111
ICON ADVISERS INC Contact Information
Phone Number: 303-790-1600
Fax Number: 303-328-9201
Website: http://www.iconadvisers.com
Fax Number: 303-328-9201
Website: http://www.iconadvisers.com
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Disclaimer
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