SHIKIAR ASSET Overview

Shikiar Asset Management Inc is an investment advisor that manages 360 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 225MM in positions, representing 62% of the manager's regulatory AUM.

SHIKIAR ASSET StockAlpha

-5.3%
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

SHIKIAR ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.94% Tech -0.31% -0.07% 0 42%
AMZN 4.84% Cons. Disc. -8.36% -0.69% 0 32%
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FEATURED IN
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SHIKIAR ASSET Founders and Key Employees

Name Title In Position Since
Stuart A. Shikiar President, Chairman, Secretary, Treasurer May-1993
Diane M. Mcdermott Chief Compliance Officer August-2004
Albert I. Sipzener Partner February-2007
Gary A. Friedle Vice President And Chief Operating Officer August-2004

SHIKIAR ASSET Brokers, Custodians, Auditors and Administrators

Type Company

SHIKIAR ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Shikiar Asset Management offers equity, fixed income, balanced and covered call-writing strategies. Based upon Mr. Shikiar’s extensive training as an analyst, Shikiar is a research- intensive firm where all investment professionals perform substantial and significant fundamental research. Almost all of Shikiar’s research is conducted in-house, the majority of which is primary research—identifying macro as well as individual company trends by reading annual reports, 10-Ks, 10-Qs, attending investment conferences, listening to company conference calls, and meeting with corporate managements. The sources of external research include Wall Street investment banking firms and computer data services such as Bloomberg and First Call.

Investing in securities involves risk of loss that clients should be prepared to bear. Equity securities represent an ownership interest, or the r...
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SHIKIAR ASSET Portfolio Concentration

SHIKIAR ASSET Location

1185 AVENUE OF THE AMERICAS
18TH FLOOR
NEW YORK, New York
UNITED STATES, 10036

SHIKIAR ASSET Contact Information

Phone Number: 212-888-6565
Fax Number: 212-888-6596
Website:

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