PRIVATE ASSET Overview

Private Asset Management Inc is an investment advisor that manages 853.6 MM dollars in regulatory AUM and has 20 employees, of which 16 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 597MM in positions, representing 70% of the manager's regulatory AUM.

PRIVATE ASSET StockAlpha

-3.4%
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

PRIVATE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QCOM 8.43% Tech -3.13% -0.08% 0 23%
GE 3.92% Industrials 5.81% -0.07% 0 34%
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FEATURED IN
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PRIVATE ASSET Founders and Key Employees

Name Title In Position Since
Stephen J. Cohen President/Director January-1993
Michael D. Berlin Vp/General Counsel/Chief Compliance Officer August-2004
Edward Z. Estrin Chief Financial Officer February-1997

PRIVATE ASSET Brokers, Custodians, Auditors and Administrators

Type Company

PRIVATE ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Investing in securities involves risk of loss that clients should be prepared to bear.



Our investment process employs a “top-down” procedure whereby analysis is conducted initially at a high level macroeconomic basis. This analysis assists us in identifying broad-based trends in the global economic environment including economic growth, unemployment, inflation, interest rates, etc. From this broad-based macroeconomic analysis, we further attempt to identify types of investments (i.e. equities, fixed-income, commodities, etc.) that would benefit from these perceived developments. Further analysis is then conducted to identify economic sectors and industries that should benefit from our economic outlook and the perceived optimal maturity structure of fixed income portfolios. Finally, granular analysis is then conducted on a microeconomic basis to identify specific investments that we bel...
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PRIVATE ASSET Portfolio Concentration

PRIVATE ASSET Location

5348 CARROLL CANYON ROAD
SUITE 200
SAN DIEGO, California
UNITED STATES, 92121-1733

PRIVATE ASSET Contact Information

Phone Number: 858-750-4200
Fax Number: 858-750-4250
Website:

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