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 03/31/19. The fund's latest filing disclosed 8MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 03/31/19. The fund's latest filing disclosed 8MM in positions, representing 0% of the manager's regulatory AUM.
INCOME RESEARCH & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
INCOME RESEARCH & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| WFCPRL | 54.73% | Financials | -5.22% | -6.74% | 0 | 2% | ||
| BACPRL | 45.27% | Financials | 3.85% | -2.01% | 0 | 1% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
INCOME RESEARCH & Portfolio Concentration
INCOME RESEARCH & Location
100 FEDERAL STREET
30TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110-1884
30TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110-1884
INCOME RESEARCH & Contact Information
Phone Number: 617-330-9333
Fax Number: 617-330-9222
Website: null
Fax Number: 617-330-9222
Website: null
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