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 03/31/17. The fund's latest filing disclosed 139MM in positions, representing 83% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 139MM in positions, representing 83% of the manager's regulatory AUM.
ROBSHAW & JULIAN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ROBSHAW & JULIAN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.91% | Tech | 1.92% | -0.24% | 0 | 40% | ||
| CVX | 5.68% | Energy | -2.02% | 0.28% | 0 | 29% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
ROBSHAW & JULIAN Portfolio Concentration
ROBSHAW & JULIAN Location
6255 SHERIDAN DRIVE
SUITE 400
WILLIAMSVILLE, New York
UNITED STATES, 14221
SUITE 400
WILLIAMSVILLE, New York
UNITED STATES, 14221
ROBSHAW & JULIAN Contact Information
Phone Number: 716-633-6555
Fax Number: 716-633-2235
Website: null
Fax Number: 716-633-2235
Website: null
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