ROBSHAW & JULIAN Overview

Robshaw & Julian Associates Inc is an investment advisor that manages 167.2 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 135MM in positions, representing 81% of the manager's regulatory AUM.

ROBSHAW & JULIAN StockAlpha

-1.9%
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

ROBSHAW & JULIAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CVX 5.26% Energy 10.89% 0.27% 0 27%
AAPL 4.88% Tech -2.29% 0.01% 0 42%
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FEATURED IN
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ROBSHAW & JULIAN Founders and Key Employees

Name Title In Position Since
James P. Julian Vice President/Chief Compliance Officer May-1989
Ronald M. Roche Vice President July-2000
Stephen R. Robshaw President November-1982

ROBSHAW & JULIAN Brokers, Custodians, Auditors and Administrators

Type Company

ROBSHAW & JULIAN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Overall Approach
Robshaw & Julian Associates, Inc. employs fundamental factor and valuation analysis to
select fixed income and equity securities for inclusion in client portfolios.

The overall strategy, implemented within asset allocation parameters which are determined with each client, is to affect high quality, below-average risk participation in the equity and fixed income markets. Company selection, valuation discipline, business cycle determinations and sector rotation are employed to tilt portfolios in favorable directions and achieve long term returns in excess of passively managed portfolios.

Investment decisions are made as a team. Firm-wide decisions are consistently applied by each portfolio manager to all client portfolios as appropriate. Every account gets the benefits of the best efforts of the entire firm.

Equity Portfolio Strategy
Consistent with our economic as...
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ROBSHAW & JULIAN Portfolio Concentration

ROBSHAW & JULIAN Location

6255 SHERIDAN DRIVE
SUITE 400
WILLIAMSVILLE, New York
UNITED STATES, 14221

ROBSHAW & JULIAN Contact Information

Phone Number: 716-633-6555
Fax Number: 716-633-2235
Website:

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