MENLO ADVISORS LLC Overview
Menlo Advisors Llc is an investment advisor that manages 237.9 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 03/31/21. The fund's latest filing disclosed 168MM in positions, representing 71% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 03/31/21. The fund's latest filing disclosed 168MM in positions, representing 71% of the manager's regulatory AUM.
MENLO ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MENLO ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 13.7% | Financials | 8.93% | 0.37% | 0 | 0% | ||
| GLD | 5.31% | ETF | 6.16% | 0.11% | 0 | 0% | ||
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FEATURED IN
MENLO ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kent R. Seymour | President, Chief Compliance Officer | September-2002 |
| Tracey S. Seymour | Chief Financial Officer | September-2002 |
MENLO ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
MENLO ADVISORS LLC Investment Strategy
Item 8 METHODS OF ANALYSIS, INVESTMENT STRATEGIES, Risk of Loss METHODS OF ANALYSIS
Depending upon the type of investment, Menlo utilizes a combination of charting, fundamental, technical and cyclical analysis. Fundamental analysis involves analyzing real data, including overall economic and company-specific information available to determine the value of a particular investment. Technical analysis involves analyzing statistics provided by market activity such as past prices and volume to identify patterns that can be used to predict future activity. Cyclical analysis refers to stocks that are sensitive to business cycles and tied strongly to the overall economy (i.e.
automobiles and housing). We may also utilize charting as part of our technical analysis
which involves plotting data points (i.e. price, settlement, volume). In performing these analyses, the Firm consults third-party research materials, company annual reports and other regulatory filings,...
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Depending upon the type of investment, Menlo utilizes a combination of charting, fundamental, technical and cyclical analysis. Fundamental analysis involves analyzing real data, including overall economic and company-specific information available to determine the value of a particular investment. Technical analysis involves analyzing statistics provided by market activity such as past prices and volume to identify patterns that can be used to predict future activity. Cyclical analysis refers to stocks that are sensitive to business cycles and tied strongly to the overall economy (i.e.
automobiles and housing). We may also utilize charting as part of our technical analysis
which involves plotting data points (i.e. price, settlement, volume). In performing these analyses, the Firm consults third-party research materials, company annual reports and other regulatory filings,...
Unlock Full Investment Process Description
MENLO ADVISORS LLC Portfolio Concentration
MENLO ADVISORS LLC Location
800 OAK GROVE AVENUE
SUITE 205
MENLO PARK, California
UNITED STATES, 94025
SUITE 205
MENLO PARK, California
UNITED STATES, 94025
MENLO ADVISORS LLC Contact Information
Phone Number: 650-688-0300
Fax Number: 650-688-0302
Website: http://www.menloadvisors.com
Fax Number: 650-688-0302
Website: http://www.menloadvisors.com
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