SPECTRUM ASSET Overview
Spectrum Asset Management Inc. (nb is an investment advisor that manages 429.1 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/21. The fund's latest filing disclosed 324MM in positions, representing 76% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/21. The fund's latest filing disclosed 324MM in positions, representing 76% of the manager's regulatory AUM.
SPECTRUM ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SPECTRUM ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHV | 6.89% | ETF | 4.14% | -0.21% | 1 | 0% | ||
| VCSH | 6.57% | ETF | 0.59% | -0.14% | 0 | 0% | ||
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FEATURED IN
SPECTRUM ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Roland D. Kelly | Chairman | January-1990 |
| Ryan L. Kelly | Chief Executive Officer | December-1999 |
| Marc D. Kelly | Shareholder | June-1990 |
| Tony K. Jung | Chief Compliance Officer & Chief Operating Officer | January-2013 |
SPECTRUM ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SPECTRUM ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
The various methods of analysis are listed and described as follows:
Fundamental Analysis ‐ The analysis of the general financial health of companies
Macro Economic Analysis ‐ The analysis of business cycles to find favorable conditions for buying and/or selling a security
Charting/Technical Analysis ‐ The use of patterns in performance charts. Spectrum uses
this technique to identify the relative strength of securities and economic sectors
Interest Rate Analysis ‐ The assessment of inflation expectations and real rate of return for interest rate trends
Long‐Term Trend Analysis ‐ 2 to 5 year economic viewpoint
Intermediate‐Term Trend Analysis ‐ 6 months to 2 year cyclical viewpoint
Short‐Term Trend Technical Analysis
In Spectrum’s fixed income researc...
Unlock Full Investment Process Description
Methods of Analysis and Investment Strategies
The various methods of analysis are listed and described as follows:
Fundamental Analysis ‐ The analysis of the general financial health of companies
Macro Economic Analysis ‐ The analysis of business cycles to find favorable conditions for buying and/or selling a security
Charting/Technical Analysis ‐ The use of patterns in performance charts. Spectrum uses
this technique to identify the relative strength of securities and economic sectors
Interest Rate Analysis ‐ The assessment of inflation expectations and real rate of return for interest rate trends
Long‐Term Trend Analysis ‐ 2 to 5 year economic viewpoint
Intermediate‐Term Trend Analysis ‐ 6 months to 2 year cyclical viewpoint
Short‐Term Trend Technical Analysis
In Spectrum’s fixed income researc...
Unlock Full Investment Process Description
SPECTRUM ASSET Portfolio Concentration
SPECTRUM ASSET Location
1301 DOVE STREET
SUITE 970
NEWPORT BEACH, California
UNITED STATES, 92660-2453
SUITE 970
NEWPORT BEACH, California
UNITED STATES, 92660-2453
SPECTRUM ASSET Contact Information
Phone Number: 949-717-3400
Fax Number: 949-717-3410
Website: http://www.myspectrum.com
Fax Number: 949-717-3410
Website: http://www.myspectrum.com
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