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 09/30/16. The fund's latest filing disclosed 665MM in positions, representing 111% of the manager's regulatory AUM.

INVESTMENT HOUSE LLC StockAlpha

-2.6%
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

INVESTMENT HOUSE LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FB 5.03% Tech -7.3% -0.42% 0 37%
AAPL 4.82% Tech -0.31% -0.07% 0 42%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Unlock Full Investment Process Description

INVESTMENT HOUSE LLC Portfolio Concentration

INVESTMENT HOUSE LLC Location

11150 SANTA MONICA BLVD
SUITE 850
LOS ANGELES, California
UNITED STATES, 90025

INVESTMENT HOUSE LLC Contact Information

Phone Number: 310-873-3021
Fax Number: 310-473-8899
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 A