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 03/31/21. The fund's latest filing disclosed 296MM in positions, representing 82% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 296MM in positions, representing 82% of the manager's regulatory AUM.
SHIKIAR ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SHIKIAR ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 15.21% | Tech | 20.36% | 0.64% | 0 | 0% | ||
| AMZN | 8.95% | Cons. Disc. | 17.2% | 0.85% | 0 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
SHIKIAR ASSET Portfolio Concentration
SHIKIAR ASSET Location
1185 AVENUE OF THE AMERICAS
18TH FLOOR
NEW YORK, New York
UNITED STATES, 10036
18TH FLOOR
NEW YORK, New York
UNITED STATES, 10036
SHIKIAR ASSET Contact Information
Phone Number: 212-888-6565
Fax Number: 212-888-6596
Website: http://shikiar.com
Fax Number: 212-888-6596
Website: http://shikiar.com
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