OVERBROOK MANAGEMENT Overview
Overbrook Management Corp is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 16 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/03 to 03/31/20. The fund's latest filing disclosed 219MM in positions, representing 21% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/03 to 03/31/20. The fund's latest filing disclosed 219MM in positions, representing 21% of the manager's regulatory AUM.
OVERBROOK MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OVERBROOK MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GOOG | 10.47% | Tech | 32.59% | 0.12% | 0 | 38% | ||
| MSFT | 7.14% | Tech | 35.86% | 0.01% | 0 | 47% | ||
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FEATURED IN
OVERBROOK MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard J. Zenker | Senior Managing Director | September-2003 |
| Christine Munn | Managing Director | May-2009 |
| Richard A. Appelgren | Managing Director | December-2010 |
| Brad S. Rosenberg | Managing Director, Director Of Research | July-2012 |
| Andrew J. Goffe | Ceo, Cio, And Director | July-2012 |
| Arthur G. Altschul | Chairman And Director | July-2012 |
| Lloyd Moskowitz | Chief Operating Officer & Chief Compliance Officer | October-2013 |
| Frank J. Siciliano | Cfo | October-2014 |
OVERBROOK MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
OVERBROOK MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analyses
The investment advice we provide to Separate Account clients is primarily driven by each client’s personal investment profile. This profile is based upon numerous factors including the client's investment objectives and goals, personal risk assessment, asset class preferences, investment horizon, liquidity needs, generational requirements, charitable desires, estate planning and tax considerations. We consider these client factors in light of the then current market landscape, including available asset classes, asset class returns (historical and projected) and correlations, various asset class risk metrics, and general global and domestic economic conditions.
Overbrook utilizes fundamental analysis. This method involves analyzing individual companies and their industry groups, including but not limited to: a company’s financial statements, details regarding ...
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A. Methods of Analyses
The investment advice we provide to Separate Account clients is primarily driven by each client’s personal investment profile. This profile is based upon numerous factors including the client's investment objectives and goals, personal risk assessment, asset class preferences, investment horizon, liquidity needs, generational requirements, charitable desires, estate planning and tax considerations. We consider these client factors in light of the then current market landscape, including available asset classes, asset class returns (historical and projected) and correlations, various asset class risk metrics, and general global and domestic economic conditions.
Overbrook utilizes fundamental analysis. This method involves analyzing individual companies and their industry groups, including but not limited to: a company’s financial statements, details regarding ...
Unlock Full Investment Process Description
OVERBROOK MANAGEMENT Portfolio Concentration
OVERBROOK MANAGEMENT Location
122 EAST 42ND STREET
SUITE 2500
NEW YORK, New York
UNITED STATES, 10168-2500
SUITE 2500
NEW YORK, New York
UNITED STATES, 10168-2500
OVERBROOK MANAGEMENT Contact Information
Phone Number: 212-661-8710
Fax Number: 212-661-8664
Website: https://www.overbrook.com/
Fax Number: 212-661-8664
Website: https://www.overbrook.com/
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