SHUFRO ROSE & COMPANY Overview

Shufro Rose & Company Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 21 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 884MM in positions, representing 51% of the manager's regulatory AUM.

SHUFRO ROSE & COMPANY StockAlpha

-1.1%
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

SHUFRO ROSE & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GE 4.78% Industrials 5.03% -0.12% 0 34%
INTC 4.64% Tech -8.21% -0.32% 0 25%
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SHUFRO ROSE & COMPANY Founders and Key Employees

Name Title In Position Since
Steven Jeffrey Glass Senior Managing Director, Cfo, Finop January-1997
Stephen David Leit Senior Managing Director January-1989
Edward George Shufro Senior Managing Director, Ceo January-1965
John Marinus Contant Senior Managing Director January-2004
Harvey Wacht Senior Managing Director January-2003
Gregory David Shufro Senior Managing Director January-2015
Tonia Kaminsky Senior Managing Director April-2009
Myles Joshua Iv Edwards Chief Compliance Officer, Chief Operating Officer, Aml- Co, General Counsel January-2015

SHUFRO ROSE & COMPANY Brokers, Custodians, Auditors and Administrators

Type Company

SHUFRO ROSE & COMPANY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear.

SRC manages individualized portfolios for clients based upon their personal objectives, goals and risk tolerances. Portfolio Managers take into account a client’s anticipated future spending requirements, age and financial circumstances. Imperatives for income and safety of principal are balanced with the need for inflation protection and willingness or ability to assume risk in order to facilitate future growth. An intended investment approach and portfolio construction result from this synthesis of requirements. Portfolios are reviewed periodically for consistency with the intended investment approach.

Depending on the investment objectives and risk tolerance of the client, a portfolio may include stocks, bonds and cash equivalents, and, less frequently, preferred stocks, open and closed end funds or exchange trade...
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SHUFRO ROSE & COMPANY Portfolio Concentration

SHUFRO ROSE & COMPANY Location

745 5TH AVENUE, 26TH FL
NEW YORK, New York
UNITED STATES, 10151-2600

SHUFRO ROSE & COMPANY Contact Information

Phone Number: 212-754-5100
Fax Number: 212-754-5111
Website:

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