REGIS MANAGEMENT Overview
Regis Management Company Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 12 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 09/30/19. The fund's latest filing disclosed 589MM in positions, representing 42% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/19. The fund's latest filing disclosed 589MM in positions, representing 42% of the manager's regulatory AUM.
REGIS MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
REGIS MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 23.38% | ETF | 6.84% | -0.01% | 0 | 9% | ||
| VEA | 11.64% | ETF | 7.01% | 0.15% | 0 | 13% | ||
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FEATURED IN
REGIS MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert F. Burlinson | Chief Investment Officer/Member | January-2003 |
| John Freidenrich | Manager | January-2003 |
| Steven S. Go | Chief Compliance Officer/Chief Operating Officer | September-2010 |
| Stephen C. Donahue | Member | January-2010 |
| Peter B. Gifford | Member | January-2010 |
| Michael Darby | Member | January-2010 |
| Christopher Neukermans | Member | January-2010 |
| Matthew A. Krensky | Member | January-2013 |
REGIS MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
REGIS MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategy
Separate Accounts and Global Allocation Fund
The investment objectives of the Separate Accounts and the Global Allocation Fund is long-term capital appreciation. The Separate Accounts and the Global Allocation Fund target a net total return to investors that exceeds its benchmark, a blended average of the MSCI ACWI (All Country World Index) and the Barclays Aggregate Bond Index. Regis intends to meet its objective of long-term capital appreciation by constructing a well-diversified portfolio of investments that Regis expects will be uncorrelated.
Regis believes that superior risk adjusted returns can be achieved by the proper combination of strategic asset allocation, portfolio management, and Security selection. This strategy requires both “top down” macroeconomic analysis as well as a “bottoms up” fundamental evaluation of asset class valuations, economic gr...
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Investment Strategy
Separate Accounts and Global Allocation Fund
The investment objectives of the Separate Accounts and the Global Allocation Fund is long-term capital appreciation. The Separate Accounts and the Global Allocation Fund target a net total return to investors that exceeds its benchmark, a blended average of the MSCI ACWI (All Country World Index) and the Barclays Aggregate Bond Index. Regis intends to meet its objective of long-term capital appreciation by constructing a well-diversified portfolio of investments that Regis expects will be uncorrelated.
Regis believes that superior risk adjusted returns can be achieved by the proper combination of strategic asset allocation, portfolio management, and Security selection. This strategy requires both “top down” macroeconomic analysis as well as a “bottoms up” fundamental evaluation of asset class valuations, economic gr...
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REGIS MANAGEMENT Portfolio Concentration
REGIS MANAGEMENT Location
300 HAMILTON AVENUE,4TH FLOOR
PALO ALTO, California
UNITED STATES, 94301
PALO ALTO, California
UNITED STATES, 94301
REGIS MANAGEMENT Contact Information
Phone Number: 650-838-1030
Fax Number: 650-328-8044
Website: http://www.regisllc.com
Fax Number: 650-328-8044
Website: http://www.regisllc.com
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