PEAK ASSET MANAGEMENT Overview
Peak Asset Management Llc is an investment advisor that manages 381.4 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 409MM in positions, representing 107% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 409MM in positions, representing 107% of the manager's regulatory AUM.
PEAK ASSET MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PEAK ASSET MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.39% | Tech | 9.89% | -0% | 0 | 45% | ||
| MSFT | 5.11% | Tech | 13.35% | 0.17% | 0 | 53% | ||
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FEATURED IN
PEAK ASSET MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Terrance W. Hefty | Manager | April-1994 |
| Noel F. Bennett | Manager | September-1999 |
| John N. Mccorvie | Manager | March-2000 |
| John J. Glasman | Chief Compliance Officer/Manager | April-2007 |
| Tara J. Hume | Manager | April-2009 |
PEAK ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PEAK ASSET MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis:
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt t...
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Methods of Analysis:
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt t...
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PEAK ASSET MANAGEMENT Portfolio Concentration
PEAK ASSET MANAGEMENT Location
1371 E. HECLA DRIVE
SUITE A
LOUISVILLE, Colorado
UNITED STATES, 80027
SUITE A
LOUISVILLE, Colorado
UNITED STATES, 80027
PEAK ASSET MANAGEMENT Contact Information
Phone Number: 303-926-0100
Fax Number: 303-926-0098
Website: http://peakam.com
Fax Number: 303-926-0098
Website: http://peakam.com
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