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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 60% of the manager's regulatory AUM.

ICON ADVISERS INC StockAlpha

-2.8%
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

ICON ADVISERS INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 2.67% Energy 2.87% -0.1% 0 29%
SLB 2.01% Energy 8.45% 0.01% 0 27%
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FEATURED IN
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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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ICON ADVISERS INC Portfolio Concentration

ICON ADVISERS INC Location

5299 DTC BOULEVARD
SUITE 1200
GREENWOOD VILLAGE, Colorado
UNITED STATES, 80111

ICON ADVISERS INC Contact Information

Phone Number: 303-790-1600
Fax Number: 303-328-9201
Website:

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