PEKIN SINGER STRAUSS Overview
Pekin Singer Strauss Asset Management is an investment advisor that manages 962.2 MM dollars in regulatory AUM and has 22 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 681MM in positions, representing 71% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 681MM in positions, representing 71% of the manager's regulatory AUM.
PEKIN SINGER STRAUSS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PEKIN SINGER STRAUSS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PHYS | 7.57% | ETF | 6.45% | 0.21% | 2 | 3% | ||
| GOOGL | 2.41% | Tech | 11.22% | 0.01% | 0 | 38% | ||
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FEATURED IN
PEKIN SINGER STRAUSS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Brandon J. Hardy | Senior Vice-President | December-2011 |
| William A. Pekin | Senior Vice-President | January-2005 |
| Adam S. Strauss | Co-Chief Executive Officer | July-2014 |
| Joshua D. Strauss | Co-Chief Executive Officer | July-2014 |
| William G. Schmidle | Chief Financial Officer | January-2009 |
| Patrick W. Herrington | Chief Compliance Officer And Chief Operating Officer | April-2014 |
PEKIN SINGER STRAUSS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Custodian | Pro |
PEKIN SINGER STRAUSS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
Pekin Singer employs several methods of analysis in formulating our investment advice and/or managing client assets. Investing in securities involves risk of loss that clients should be prepared to bear. Our methods of analysis and the potential risks associated with each are outlined as follows:
Fundamental Analysis. We attempt to measure the intrinsic value of equity securities by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition of the company itself) to determine if a companyʹs stock is undervalued (indicating it may be a good time to buy) or overvalued (indicating it may be time to sell). Our estimate of intrinsic value is based on an exhaustive research process that considers multiple valuation metrics that may be appropriate.
Equity securities under consideration for purchase are genera...
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METHODS OF ANALYSIS
Pekin Singer employs several methods of analysis in formulating our investment advice and/or managing client assets. Investing in securities involves risk of loss that clients should be prepared to bear. Our methods of analysis and the potential risks associated with each are outlined as follows:
Fundamental Analysis. We attempt to measure the intrinsic value of equity securities by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition of the company itself) to determine if a companyʹs stock is undervalued (indicating it may be a good time to buy) or overvalued (indicating it may be time to sell). Our estimate of intrinsic value is based on an exhaustive research process that considers multiple valuation metrics that may be appropriate.
Equity securities under consideration for purchase are genera...
Unlock Full Investment Process Description
PEKIN SINGER STRAUSS Portfolio Concentration
PEKIN SINGER STRAUSS Location
161 N. CLARK STREET
SUITE 2200
CHICAGO, Illinois
UNITED STATES, 60601-3340
SUITE 2200
CHICAGO, Illinois
UNITED STATES, 60601-3340
PEKIN SINGER STRAUSS Contact Information
Phone Number: 312-554-7525
Fax Number: 312-554-7502
Website: http://www.pekinsinger.com
Fax Number: 312-554-7502
Website: http://www.pekinsinger.com
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