RAFFERTY ASSET Overview
Rafferty Asset Management Llc is an investment advisor that manages 9 BN dollars in regulatory AUM and has 50 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 15BN in positions, representing 164% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 15BN in positions, representing 164% of the manager's regulatory AUM.
RAFFERTY ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RAFFERTY ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TLT | 6.05% | ETF | -3.44% | -0.31% | 0 | 7% | ||
| IWM | 5.31% | ETF | 4% | -0.07% | 0 | 20% | ||
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FEATURED IN
RAFFERTY ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Daniel D. O'Neill | Managing Director | June-1999 |
| Lawrence C. Rafferty | Chairman | June-1997 |
| Patrick J. Rudnick | Chief Financial Officer | May-2010 |
| Angela M. Brickl | Chief Compliance Officer & General Counsel | September-2012 |
| Eric W. Falkeis | Chief Operating Officer | May-2013 |
| Brian Jacobs | President | March-2014 |
RAFFERTY ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
RAFFERTY ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Leveraged Index ETFs and Leveraged Funds that Rafferty manages seek returns that match a multiple of an index for single day or month, before fees and expenses. Rafferty utilizes a variety of methods and strategies to make investment decisions and recommendations and these methods and strategies may vary between our Funds. Rafferty manages index-linked products in a manner that attempts to ensure that the portfolios are exposed to the markets in accordance with the stated goals of the Fund’s investment objective. Rafferty generally invests the various Funds in: exchange-listed securities; ETFs, securities traded over-the-counter; foreign issuers; corporate debt securities (other than commercial paper); mutual fund shares; United States government securities; options contracts on securities and commodities; futures contracts on tangibles and intangibles; and derivatives such as swap contracts and contra...
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The Leveraged Index ETFs and Leveraged Funds that Rafferty manages seek returns that match a multiple of an index for single day or month, before fees and expenses. Rafferty utilizes a variety of methods and strategies to make investment decisions and recommendations and these methods and strategies may vary between our Funds. Rafferty manages index-linked products in a manner that attempts to ensure that the portfolios are exposed to the markets in accordance with the stated goals of the Fund’s investment objective. Rafferty generally invests the various Funds in: exchange-listed securities; ETFs, securities traded over-the-counter; foreign issuers; corporate debt securities (other than commercial paper); mutual fund shares; United States government securities; options contracts on securities and commodities; futures contracts on tangibles and intangibles; and derivatives such as swap contracts and contra...
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RAFFERTY ASSET Portfolio Concentration
RAFFERTY ASSET Location
1301 AVENUE OF THE AMERICAS
35TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
35TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
RAFFERTY ASSET Contact Information
Phone Number: 646-572-3390
Fax Number: 646-572-3498
Website: null
Fax Number: 646-572-3498
Website: null
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