Rothschild Investment Corp is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 50 employees, of which 25 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 782MM in positions, representing 61% of the manager's regulatory AUM.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ROTHSCHILD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.15% Tech 20.4% 0.3% 0 45%
JPM 2.11% Financials 13.09% 0.09% 0 36%
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ROTHSCHILD Founders and Key Employees

Name Title In Position Since
Richard Foreman Karger Chairman, Chief Exc. Officer / President, Director October-2003
Paul Edward Geringer Executive Vp/ Director June-1998
Robert Melvin Steiner Executive Vice President June-1998
Bradley Charles Drake Executive Vice President / Chief Compliance Officer / Chief Adm Officer / Rosfp/ Director, Cfo June-2007
Joel Edward Solomon Executive Vice President / Secretary/Rosfp June-2007
Bart Richard Bonga Executive Vice President December-2010

ROTHSCHILD Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

ROTHSCHILD Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss Methods of Analysis
We may use all or a combination of the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Technical Analysis: By analyzing past market movements and applying that analysis to the present, we attempt t...
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ROTHSCHILD Portfolio Concentration


SUITE 6500
CHICAGO, Illinois

ROTHSCHILD Contact Information

Phone Number: 312-983-8900
Fax Number: 312-983-8959



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