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 09/30/16. The fund's latest filing disclosed 466MM in positions, representing 48% of the manager's regulatory AUM.

PEKIN SINGER STRAUSS StockAlpha

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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

PEKIN SINGER STRAUSS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PHYS 11.49% ETF -12.6% -1.59% 4 3%
UNFI 4.24% Cons. Staples 15.61% 0.8% 0 4%
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FEATURED IN
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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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PEKIN SINGER STRAUSS Portfolio Concentration

PEKIN SINGER STRAUSS Location

161 N. CLARK STREET
SUITE 2200
CHICAGO, Illinois
UNITED STATES, 60601-3340

PEKIN SINGER STRAUSS Contact Information

Phone Number: 312-554-7525
Fax Number: 312-554-7502
Website:

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