PENSION PARTNERS LLC Overview

Pension Partners Llc is an investment advisor that manages 179.9 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 94MM in positions, representing 52% of the manager's regulatory AUM.

PENSION PARTNERS LLC StockAlpha

-4%
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

PENSION PARTNERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SHY 25.62% ETF -0.46% -0.45% 0 4%
BIL 25.62% ETF 0.02% -0.34% 0 0%
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FEATURED IN
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PENSION PARTNERS LLC Founders and Key Employees

Name Title In Position Since
Edward M. Dempsey Managing Member & Chief Compliance Officer July-1999
Michael A. Gayed Chief Investment Strategist September-2012

PENSION PARTNERS LLC Brokers, Custodians, Auditors and Administrators

Type Company

PENSION PARTNERS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our firm employs fundamental, technical, and charting analysis to formulate client recommendations.

Fundamental Analysis: Fundamental analysis of a business involves analyzing its income statement, financial statements and health, its management and competitive advantages, and its competitors and markets. Fundamental analysis school of thought maintains that markets may mis-price a security in the short run but that the “correct” price will eventually be reached. Profits can be made by trading the mis-priced security and then waiting for the market to recognize its “mistake” and re-price the security. However, 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. Therefore, unforeseen mark...
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PENSION PARTNERS LLC Portfolio Concentration

PENSION PARTNERS LLC Location

430 WEST 14TH STREET
#505
NEW YORK, New York
UNITED STATES, 10014

PENSION PARTNERS LLC Contact Information

Phone Number: 212-255-5000
Fax Number: 212-656-1665
Website:

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