INCOME RESEARCH & Overview

Income Research & Management is an investment advisor that manages 50.6 BN dollars in regulatory AUM and has 85 employees, of which 49 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/02 to 09/30/16. The fund's latest filing disclosed 9MM in positions, representing 0% of the manager's regulatory AUM.

INCOME RESEARCH & StockAlpha

+3.4%
Top 25%
3yr StockAlpha Register for more...

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

INCOME RESEARCH & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BACPRL 100% Financials 36.16% 13.98% 0 0%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

INCOME RESEARCH & Founders and Key Employees

Name Title In Position Since
William A. Omalley Vice President January-2000
Edmund F. Ingalls Vice President January-2002
John A. Sommers Jr. Exec. Vice President & Clerk March-1987
John A. Sommers President And Treasurer March-1987
Richard M. Kizik Chief Compliance Officer March-2005
Paul J. Clifford Vice President May-2005
Brian J. Houle Vice President June-2010
Stephen H. Weiss Vice President June-2010

INCOME RESEARCH & Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

INCOME RESEARCH & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our overall investment objective is to construct portfolios that conform with our clients‟ investment objectives. To that end, our investment philosophy and method of analysis is consistent across all of our fixed income investment strategies. We believe that careful security selection and increased portfolio income provide superior returns over the long term. As such, we construct our clients‟ portfolios using a disciplined bottom-up investment approach to select what we believe to be the most attractive securities from the fixed income universe. Our goal is to purchase what we feel are attractive, inefficiently priced securities that, when combined together in our clients‟ portfolios, provide attractive expected return, reasonable risk exposures, and necessary liquidity. This philosophy has remained consistent since the inception of our firm.

Our fundamental analysis provides the basis of security ...
Get the Full Report

INCOME RESEARCH & Portfolio Concentration

INCOME RESEARCH & Location

100 FEDERAL STREET
30TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110-1884

INCOME RESEARCH & Contact Information

Phone Number: 617-330-9333
Fax Number: 617-330-9222
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B