SPECTRUM ASSET Overview
Spectrum Asset Management Inc. is an investment advisor that manages 17.6 BN dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 09/30/21. The fund's latest filing disclosed 55MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 09/30/21. The fund's latest filing disclosed 55MM in positions, representing 0% of the manager's regulatory AUM.
SPECTRUM ASSET StockAlpha
Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
SPECTRUM ASSET Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
Get the Full Report |
SPECTRUM ASSET Founders and Key Employees
Name | Title | In Position Since |
---|
Mark Alan Lieb | President & Chief Executive Officer | January-2010 |
Lewis Phillip Jacoby | Executive Director & Chief Investment Officer | January-2010 |
Joseph John Urciuoli | Managing Director & Director Of Research | January-2010 |
Jean Marie Orlando | Financial & Operations Principal | February-2000 |
Joseph Andrew Hanczor | Chief Compliance Officer | August-2009 |
Matthew Ross Byer | Executive Director & Chief Operating Officer | January-2010 |
SPECTRUM ASSET Brokers, Custodians, Auditors and Administrators
Type | Company |
---|
SPECTRUM ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Introduction: Spectrum’s methods of analysis and investment strategies reflect a commitment to fundamental research. The integrated global process is team-oriented. Spectrum’s Credit
and Research Team draws upon the input of the substantial research resources of Principal
4
Global Investors. A significant amount of our time and resources is focused on gathering and analyzing the information necessary to our bottom-up process. Our methods emphasize traditional financial analysis within the context of broad industry and economic trends.
As of December 31, 2014, the preferred securities market was comprised of approximately
$485 billion in outstanding par value paper. Spectrum screens this market for quality and liquidity according to the following criteria:
Quality - Spectrum’s investment universe is comprised of preferred securities that ...
Get the Full Report
Introduction: Spectrum’s methods of analysis and investment strategies reflect a commitment to fundamental research. The integrated global process is team-oriented. Spectrum’s Credit
and Research Team draws upon the input of the substantial research resources of Principal
4
Global Investors. A significant amount of our time and resources is focused on gathering and analyzing the information necessary to our bottom-up process. Our methods emphasize traditional financial analysis within the context of broad industry and economic trends.
As of December 31, 2014, the preferred securities market was comprised of approximately
$485 billion in outstanding par value paper. Spectrum screens this market for quality and liquidity according to the following criteria:
Quality - Spectrum’s investment universe is comprised of preferred securities that ...
Get the Full Report
SPECTRUM ASSET Portfolio Concentration
SPECTRUM ASSET Location
2 HIGH RIDGE PARK
2ND FLOOR
STAMFORD, Connecticut
UNITED STATES, 06905
2ND FLOOR
STAMFORD, Connecticut
UNITED STATES, 06905
SPECTRUM ASSET Contact Information
Phone Number: 203-322-0189
Fax Number: 203-968-1455
Website: https://www.samipfd.com
Fax Number: 203-968-1455
Website: https://www.samipfd.com
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here