PEREGRINE ASSET Overview
Peregrine Asset Advisers Inc. is an investment advisor that manages 290.6 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/11 to 12/31/19. The fund's latest filing disclosed 431MM in positions, representing 148% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/11 to 12/31/19. The fund's latest filing disclosed 431MM in positions, representing 148% of the manager's regulatory AUM.
PEREGRINE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PEREGRINE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| HQY | 56.75% | Health | -33.99% | -14.72% | 4 | 7% | ||
| SYY | 2.47% | Cons. Staples | -41.09% | -0.86% | 0 | 12% | ||
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FEATURED IN
PEREGRINE ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Daniel S. Botti | President/Chief Compliance Officer | December-2000 |
PEREGRINE ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PEREGRINE ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis
PAA applies a holistic approach to investment management. This means that many sources and tools are used to determine the construction of securities portfolios. Ultimately securities chosen for purchase are based on a confluence of macroeconomic factors, stock market fundamentals, and technical analysis.
PAA uses research and investment analysis from many sources. These sources include widely circulated publications and non-public economic research.
We also rely on the extensive industry experience of senior portfolio manager, Dan Botti, as a source of information.
4
www.peregrineaa.com
B. Investment Strategies
PAA uses several strategies to serve its clients.
1. Appreciation
PAA invests in securities with a purpose of achieving a...
Unlock Full Investment Process Description
A. Methods of Analysis
PAA applies a holistic approach to investment management. This means that many sources and tools are used to determine the construction of securities portfolios. Ultimately securities chosen for purchase are based on a confluence of macroeconomic factors, stock market fundamentals, and technical analysis.
PAA uses research and investment analysis from many sources. These sources include widely circulated publications and non-public economic research.
We also rely on the extensive industry experience of senior portfolio manager, Dan Botti, as a source of information.
4
www.peregrineaa.com
B. Investment Strategies
PAA uses several strategies to serve its clients.
1. Appreciation
PAA invests in securities with a purpose of achieving a...
Unlock Full Investment Process Description
PEREGRINE ASSET Portfolio Concentration
PEREGRINE ASSET Location
9755 SW BARNES RD, SUITE 295
PORTLAND, Oregon
UNITED STATES, 97225
PORTLAND, Oregon
UNITED STATES, 97225
PEREGRINE ASSET Contact Information
Phone Number: 503-459-4651
Fax Number: 503-459-4653
Website: http://www.peregrineaa.com
Fax Number: 503-459-4653
Website: http://www.peregrineaa.com
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