LOMBARD ODIER ASSET Overview
Lombard Odier Asset Mgmt (usa) is a hedge fund that manages 2 BN dollars in regulatory AUM and has 46 employees, of which 18 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/10 to 03/31/21. The fund's latest filing disclosed 624MM in positions, representing 31% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 03/31/21. The fund's latest filing disclosed 624MM in positions, representing 31% of the manager's regulatory AUM.
LOMBARD ODIER ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LOMBARD ODIER ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BABA | 11.08% | Tech | -15.42% | -3.12% | 0 | 6% | ||
| IWD | 8.8% | ETF | 5.65% | -0.54% | 0 | 3% | ||
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FEATURED IN
LOMBARD ODIER ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Hubert Keller | Chairman Of The Board Of Directors | October-2007 |
| Stephen B. Grobman | Chief Risk Officer | October-2007 |
| Steven J. Bulko | Chief Executive Officer & Chief Investment Officer | December-2011 |
| Lance A. Kravitz | Chief Operating Officer | January-2013 |
| Raymond Mouhadeb | General Counsel | August-2013 |
| Laura A. Keeler | Chief Compliance Officer | January-2014 |
| Peter L. Clarke | Director | October-2014 |
| Jeremy W. Bailey | Director | September-2011 |
| Patrick Zurstrassen | Director | June-2011 |
| Hugo Banziger | Director | June-2014 |
| Anthony . Pace | Chief Financial Officer | March-2012 |
LOMBARD ODIER ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
LOMBARD ODIER ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis and Investment Strategies.
Unless noted otherwise, the following is a list of the methods of analysis and investment strategies that may be used by the Investment Adviser on behalf of one or more (but not necessarily all) of the Funds. This list is qualified in its entirety by the actual terms and conditions set forth in each Fund’s respective offering documents.
Fundamental Long/Short Equity Strategies
These fundamental long/short equity strategies involve purchasing securities that the Investment Adviser believes are undervalued or selling short securities that the Investment Adviser believes are overpriced. To determine whether a security is over- or under-valued, the Investment Adviser will conduct a bottom up analysis of the business, financial conditions and industry position of an issuer to determine the security's intrinsic value. The Investment Adviser ...
Unlock Full Investment Process Description
A. Methods of Analysis and Investment Strategies.
Unless noted otherwise, the following is a list of the methods of analysis and investment strategies that may be used by the Investment Adviser on behalf of one or more (but not necessarily all) of the Funds. This list is qualified in its entirety by the actual terms and conditions set forth in each Fund’s respective offering documents.
Fundamental Long/Short Equity Strategies
These fundamental long/short equity strategies involve purchasing securities that the Investment Adviser believes are undervalued or selling short securities that the Investment Adviser believes are overpriced. To determine whether a security is over- or under-valued, the Investment Adviser will conduct a bottom up analysis of the business, financial conditions and industry position of an issuer to determine the security's intrinsic value. The Investment Adviser ...
Unlock Full Investment Process Description
LOMBARD ODIER ASSET Portfolio Concentration
LOMBARD ODIER ASSET Location
452 FIFTH AVENUE
25TH FLOOR
NEW YORK, New York
UNITED STATES, 10018
25TH FLOOR
NEW YORK, New York
UNITED STATES, 10018
LOMBARD ODIER ASSET Contact Information
Phone Number: 212-295-6200
Fax Number: 212-295-6220
Website: null
Fax Number: 212-295-6220
Website: null
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