INVESTMENT HOUSE LLC Overview
Investment House Llc is an investment advisor that manages 599.7 MM dollars in regulatory AUM and has 12 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 179% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 179% of the manager's regulatory AUM.
INVESTMENT HOUSE LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
INVESTMENT HOUSE LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 9.17% | Tech | 4.53% | -0.53% | 0 | 43% | ||
| MSFT | 4.39% | Tech | 4.1% | -0.25% | 0 | 55% | ||
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FEATURED IN
INVESTMENT HOUSE LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Timothy J. Wahl | President | April-2012 |
| Jed M. Cohen | Senior Managing Director | April-2012 |
| David L. Kahn | Chief Compliance Officer | May-2012 |
INVESTMENT HOUSE LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
INVESTMENT HOUSE LLC Investment Strategy
Item 8: Methods of Analysis, Investment Strategies, and Risk of
Investment Loss
A. Methods of Analysis and Investment Strategies
Methods of Analysis
Growth Strategy
In making investments for its clients, TIH uses a top down/bottom up approach. TIH first
considers macro political, economic, social, and technological factors to identify markets and sectors that TIH considers to be favorable for the long term. In the selection of equities for purchase, the analysis focuses on a review of each investment’s fundamental values to find the more favorable investments within the markets and sectors identified.
Balanced
The Balanced Strategy combines our Growth Strategy with an allocation to fixed income assets.
TIH considers duration, creditworthiness, and perceptions of the issuer’s ability to make payments in the selection of individual fixed income securities and considers the efficiency, diversification, liquidity, and managem...
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Investment Loss
A. Methods of Analysis and Investment Strategies
Methods of Analysis
Growth Strategy
In making investments for its clients, TIH uses a top down/bottom up approach. TIH first
considers macro political, economic, social, and technological factors to identify markets and sectors that TIH considers to be favorable for the long term. In the selection of equities for purchase, the analysis focuses on a review of each investment’s fundamental values to find the more favorable investments within the markets and sectors identified.
Balanced
The Balanced Strategy combines our Growth Strategy with an allocation to fixed income assets.
TIH considers duration, creditworthiness, and perceptions of the issuer’s ability to make payments in the selection of individual fixed income securities and considers the efficiency, diversification, liquidity, and managem...
Get the Full Report
INVESTMENT HOUSE LLC Portfolio Concentration
INVESTMENT HOUSE LLC Location
11150 SANTA MONICA BLVD
SUITE 850
LOS ANGELES, California
UNITED STATES, 90025
SUITE 850
LOS ANGELES, California
UNITED STATES, 90025
INVESTMENT HOUSE LLC Contact Information
Phone Number: 310-873-3021
Fax Number: 310-473-8899
Website: null
Fax Number: 310-473-8899
Website: null
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