NIKKO ASSET Overview

Nikko Asset Management Americas Inc. is an investment advisor that manages 3.8 BN dollars in regulatory AUM and has 25 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 31% of the manager's regulatory AUM.

NIKKO ASSET StockAlpha

-5.7%
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

NIKKO ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BBL 4.95% Materials 12.05% 0.05% 1 5%
XOM 3.95% Energy 2.87% -0.15% 0 29%
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NIKKO ASSET Founders and Key Employees

Name Title In Position Since
John G. Daniello Director November-2007
Marc H. Steglitz Director November-2007
Christina L. Alfandary Director, First Vice President, Senior Managing Director November-2010
Lawrence S. Prager Director, Senior Managing Director, Chief Investment Officer November-2010
Andrew R. Long Director April-2014
Gary L. Beckham Chief Compliance Officer January-2015
David J. Semaya Director February-2015

NIKKO ASSET Brokers, Custodians, Auditors and Administrators

Type Company

NIKKO ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment advice is based on the objectives and terms set out in individual client investment management agreements, relevant fund prospectuses or offering memoranda.

Methods of Analysis

The Nikko AM group’s commitment and dedication to investing on behalf of its clients is reflected throughout the organization. It is evidenced not only by the organization structure, but also by the intensity of our research efforts and the disciplined nature of our investment and risk control processes.

Specialist teams throughout the Nikko AM group’s global network are dedicated to providing analysis on macro-economic factors, specific asset classes, strategies and styles, as follows:

Macro-Economic Analysis: The Investment Strategy group provides macro-economic insight on factors influencing markets, working in conjunction with investment professionals thro...
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NIKKO ASSET Portfolio Concentration

NIKKO ASSET Location

535 MADISON AVENUE
SUITE 2500
NEW YORK, New York
UNITED STATES, 10022

NIKKO ASSET Contact Information

Phone Number: 212-610-6100
Fax Number: 212-610-6140
Website:

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