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 09/30/16. The fund's latest filing disclosed 561MM in positions, representing 40% of the manager's regulatory AUM.

REGIS MANAGEMENT StockAlpha

-6.2%
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

REGIS MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 18.4% ETF 5.23% 0.09% 0 10%
VEA 11.96% ETF -0.78% -0.66% 0 8%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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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REGIS MANAGEMENT Portfolio Concentration

REGIS MANAGEMENT Location

300 HAMILTON AVENUE,4TH FLOOR
PALO ALTO, California
UNITED STATES, 94301

REGIS MANAGEMENT Contact Information

Phone Number: 650-838-1030
Fax Number: 650-328-8044
Website:

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