PICTET NORTH AMERICA Overview
Pictet North America Advisors Sa is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 15 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/20. The fund's latest filing disclosed 585MM in positions, representing 24% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/20. The fund's latest filing disclosed 585MM in positions, representing 24% of the manager's regulatory AUM.
PICTET NORTH AMERICA StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PICTET NORTH AMERICA Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GLD | 6.08% | ETF | 14.28% | 0.39% | 0 | 20% | ||
| MSFT | 5.91% | Tech | 35.86% | 0.01% | 0 | 47% | ||
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FEATURED IN
PICTET NORTH AMERICA Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Maurice R. Turrettini | Director | May-2009 |
| Giovanni Viani | Chairman/Director | November-2011 |
| Felix A. Weibel | Chief Executive Officer | January-2013 |
| Lawrence B. Lindsey | Director | November-2012 |
| Melina A. Dimitrakakis | Chief Compliance Officer | January-2013 |
| David E. Mcneel | Director | November-2013 |
| Philippe Liniger | Director | November-2013 |
| Jean-Jacques Vaucher | Chief Operating Officer | July-2014 |
PICTET NORTH AMERICA Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
PICTET NORTH AMERICA Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of analysis
a) Discretionary Mandates
For our discretionary clients, we generally focus on allocating investments among various asset classes,
following a top-down investment approach, with the asset allocation decision being the biggest source of
alpha. We seek international diversification in an effort to enhance portfolio return while trying to
diversify risks. Our securities analysis methods include, but are not limited to, fundamental, quantitative
and technical research. We may also use hedging strategies to alter the equity and/or currency exposure
of discretionary mandate portfolios to try to protect the clients' assets against market events likely to have
a negative impact on performance. Our clients’ discretionary managed portfolios may include various
instruments including, but not limited to, equity securities, corporate debt secur...
Unlock Full Investment Process Description
Methods of analysis
a) Discretionary Mandates
For our discretionary clients, we generally focus on allocating investments among various asset classes,
following a top-down investment approach, with the asset allocation decision being the biggest source of
alpha. We seek international diversification in an effort to enhance portfolio return while trying to
diversify risks. Our securities analysis methods include, but are not limited to, fundamental, quantitative
and technical research. We may also use hedging strategies to alter the equity and/or currency exposure
of discretionary mandate portfolios to try to protect the clients' assets against market events likely to have
a negative impact on performance. Our clients’ discretionary managed portfolios may include various
instruments including, but not limited to, equity securities, corporate debt secur...
Unlock Full Investment Process Description
PICTET NORTH AMERICA Portfolio Concentration
PICTET NORTH AMERICA Location
48 ROUTE DES ACACIAS
GENEVA 73, SWITZERLAND, 1211
GENEVA 73, SWITZERLAND, 1211
PICTET NORTH AMERICA Contact Information
Phone Number: +41.22.307.9000
Fax Number: +41.22.307.9001
Website: http://www.pictetadvisors.com/
Fax Number: +41.22.307.9001
Website: http://www.pictetadvisors.com/
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