Solaris Asset Management is a hedge fund that manages 166.6 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/06 to 09/30/18. The fund's latest filing disclosed 13MM in positions, representing 8% 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

SOLARIS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 11.73% Tech -30.75% -2.02% 0 42%
MSFT 10.45% Tech -6.43% 0.86% 0 41%
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SOLARIS ASSET Founders and Key Employees

Name Title In Position Since
Albert C. Bellas Managing Director December-2003
Stephen B. Wells Managing Director - Chief Compliance Officer December-2003
Ralph D. Sinsheimer Managing Director December-2003
Timothy M. Ghriskey Managing Director - Chief Investment Officer December-2003
Kai A. Lamb Managing Member March-2006

SOLARIS ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

SOLARIS ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Methods of Investment Analysis That We Use
Solaris Asset Management primarily uses fundamental investment analysis to formulate investment advice and manage assets. While we certainly obtain information from a variety of methods of security analysis, such as charting, technical and cyclical analysis among others, our principal focus is in-depth fundamental security analysis and selection. With regard to individual security selection in equity portfolios, such as core equities, small cap equities in separate accounts and balanced portfolios, we emphasize fundamental company analysis, looking for attractive growth relative to valuation and the potential for positive surprise in growth or valuation. With regard to mutual fund selection, we typically look at diversified funds and their up/down market capture ratios, among many other factors, which highlight those funds that participate in the up markets while p...
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SOLARIS ASSET Portfolio Concentration


NEW YORK, New York
UNITED STATES, 10022-1003

SOLARIS ASSET Contact Information

Phone Number: 212-582-4500
Fax Number: 646-219-6638



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