MRAZ AMERINE & Overview
Mraz Amerine & Associates Inc. is an investment advisor that manages 399.9 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 366MM in positions, representing 92% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 366MM in positions, representing 92% of the manager's regulatory AUM.
MRAZ AMERINE & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MRAZ AMERINE & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 15.14% | Financials | 4.78% | -0.13% | 0 | 28% | ||
| WTM | 6.7% | Financials | 4.07% | -0.06% | 1 | 3% | ||
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FEATURED IN
MRAZ AMERINE & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Deidre M. Mraz | Shareholder/Chief Compliance Officer | October-2011 |
| David F. Mraz | Shareholder | October-2011 |
| Gloria D. Mraz | Shareholder | October-2011 |
MRAZ AMERINE & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MRAZ AMERINE & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
MAA primarily employs fundamental, technical and cyclical methods of investment analysis.
Fundamental analysis involves the fundamental financial condition and competitive position of a company. MAA will analyze the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position amongst its competitors in order to determine the recommendations made to clients. The primary risk in using fundamental analysis is that while the overall health and position of a company may be good, market conditions may negatively impact the security.
Technical analysis involves the analysis of past market data rather than specific company data in determining the recommendations made to clients. Technical analysis may involve the use of charts to
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Methods of Analysis
MAA primarily employs fundamental, technical and cyclical methods of investment analysis.
Fundamental analysis involves the fundamental financial condition and competitive position of a company. MAA will analyze the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position amongst its competitors in order to determine the recommendations made to clients. The primary risk in using fundamental analysis is that while the overall health and position of a company may be good, market conditions may negatively impact the security.
Technical analysis involves the analysis of past market data rather than specific company data in determining the recommendations made to clients. Technical analysis may involve the use of charts to
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MRAZ AMERINE & Portfolio Concentration
MRAZ AMERINE & Location
1120 13TH STREET
SUITE K
MODESTO, California
UNITED STATES, 95354
SUITE K
MODESTO, California
UNITED STATES, 95354
MRAZ AMERINE & Contact Information
Phone Number: (209) 593-5870
Fax Number: (209) 593-5877
Website: http://mrazamerine.com
Fax Number: (209) 593-5877
Website: http://mrazamerine.com
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