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 09/30/16. The fund's latest filing disclosed 434MM in positions, representing 41% of the manager's regulatory AUM.

OVERBROOK MANAGEMENT StockAlpha

-2.9%
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

OVERBROOK MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MIC 11.19% Industrials 0.98% -0.84% 0 10%
RHP 8.51% Cons. Disc. 30.94% 2.19% 1 5%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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OVERBROOK MANAGEMENT Portfolio Concentration

OVERBROOK MANAGEMENT Location

122 EAST 42ND STREET
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:

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