MOGY JOEL R INVESTMENT Overview

Mogy Joel R Investment Counsel Inc is an investment advisor that manages 798.4 MM dollars in regulatory AUM and has 10 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 546MM in positions, representing 68% of the manager's regulatory AUM.

MOGY JOEL R INVESTMENT StockAlpha

-2%
Top 25%
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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

MOGY JOEL R INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.91% Tech 1.31% -0.03% 0 42%
BRK.B 4.5% Financials 14.11% -0.26% 0 28%
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MOGY JOEL R INVESTMENT Founders and Key Employees

Name Title In Position Since
Joel R. Mogy President, Director & Chief Compliance Officer October-1980

MOGY JOEL R INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

MOGY JOEL R INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss 7

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MOGY JOEL R INVESTMENT Portfolio Concentration

MOGY JOEL R INVESTMENT Location

315 SOUTH BEVERLY DRIVE, SUITE 400
BEVERLY HILLS, California
UNITED STATES, 90212-4301

MOGY JOEL R INVESTMENT Contact Information

Phone Number: 310.552.0529
Fax Number: 310.552.0109
Website:

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