IRONSIDES ASSET Overview
Ironsides Asset Advisors Llc is an investment advisor that manages 490 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/14 to 12/31/20. The fund's latest filing disclosed 317MM in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/14 to 12/31/20. The fund's latest filing disclosed 317MM in positions, representing 65% of the manager's regulatory AUM.
IRONSIDES ASSET StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
IRONSIDES ASSET Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
LOW | 34.99% | Cons. Disc. | -1.04% | 0.04% | 0 | 21% | ||
ITOT | 11.57% | ETF | 3% | 0.11% | 0 | 2% | ||
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IRONSIDES ASSET Founders and Key Employees
Name | Title | In Position Since |
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Emmett W. Gibson | Managing Member, Chief Compliance Officer | November-2009 |
Mark E. Roberts | Managing Member, Chief Investment Officer | January-2012 |
IRONSIDES ASSET Brokers, Custodians, Auditors and Administrators
Type | Company |
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IRONSIDES ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
To develop the Investment Policy Statementǡ Ironsides begins with Asset Allocation planning and the particular risk and obectives of the clientǯs portfolioǤ Once the Investment Policy Statement has been developed to attempt to meet these obectivesǡ Ironsides will invest the portfolio in numerous investments includingǡ but not limited toǡ commons stocksǡ ETFsǡ individual bondsǡ with third party managers andǡ to a more limited degreeǡ in mutual fundsǤ
In making selections of individual stocks for client portfoliosǡ Ironsides may use any of the following types of analysisǣ
Fundamental Analysis Ȃ involves review of the business and financial information about an issuerǤ Without limitationǡ the following factors generally will be consideredǣ
o Financial strength ratiosǢ o PriceǦtoǦearnings ratiosǢ o Dividend yieldsǢ and
o Ratio of PriceǦto...
Unlock Full Investment Process Description
Methods of Analysis
To develop the Investment Policy Statementǡ Ironsides begins with Asset Allocation planning and the particular risk and obectives of the clientǯs portfolioǤ Once the Investment Policy Statement has been developed to attempt to meet these obectivesǡ Ironsides will invest the portfolio in numerous investments includingǡ but not limited toǡ commons stocksǡ ETFsǡ individual bondsǡ with third party managers andǡ to a more limited degreeǡ in mutual fundsǤ
In making selections of individual stocks for client portfoliosǡ Ironsides may use any of the following types of analysisǣ
Fundamental Analysis Ȃ involves review of the business and financial information about an issuerǤ Without limitationǡ the following factors generally will be consideredǣ
o Financial strength ratiosǢ o PriceǦtoǦearnings ratiosǢ o Dividend yieldsǢ and
o Ratio of PriceǦto...
Unlock Full Investment Process Description
IRONSIDES ASSET Portfolio Concentration
IRONSIDES ASSET Location
511 TARRYTOWN CENTER
ROCKY MOUNT, North Carolina
UNITED STATES, 27804
ROCKY MOUNT, North Carolina
UNITED STATES, 27804
IRONSIDES ASSET Contact Information
Phone Number: 252-443-7041
Fax Number: 252-443-5383
Website: null
Fax Number: 252-443-5383
Website: null
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