ROTHSCHILD Overview
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 12/31/22. The fund's latest filing disclosed 1BN in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 1BN in positions, representing 84% of the manager's regulatory AUM.
ROTHSCHILD StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ROTHSCHILD Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.94% | Tech | 28.32% | 0.37% | 0 | 45% | ||
| CVX | 2.22% | Energy | -9.51% | -0.08% | 0 | 25% | ||
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FEATURED IN
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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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
ROTHSCHILD Location
311 SOUTH WACKER DRIVE
SUITE 6500
CHICAGO, Illinois
UNITED STATES, 60606
SUITE 6500
CHICAGO, Illinois
UNITED STATES, 60606
ROTHSCHILD Contact Information
Phone Number: 312-983-8900
Fax Number: 312-983-8959
Website: http://www.rothschildinv.com
Fax Number: 312-983-8959
Website: http://www.rothschildinv.com
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