SYMPHONY ASSET Overview

Symphony Asset Management Llc is a hedge fund that manages 18.8 BN dollars in regulatory AUM and has 84 employees, of which 30 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 604MM in positions, representing 3% of the manager's regulatory AUM.

SYMPHONY ASSET StockAlpha

-3.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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SYMPHONY ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BKLN 10% ETF 0.88% -0% 1 3%
SJNK 3.14% ETF 0.54% -0.02% 0 3%
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FEATURED IN
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SYMPHONY ASSET Founders and Key Employees

Name Title In Position Since
Gunther M. Stein Chief Investment Officer And Chief Executive Officer July-2009
David C. Goldstein Chief Operating Officer September-2009
Angela M. Mckillen Chief Financial Officer September-2009
Anne B. Popkin President July-2010
Judith R. Macdonald Chief Compliance Officer February-2013

SYMPHONY ASSET Brokers, Custodians, Auditors and Administrators

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SYMPHONY ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Symphony uses fundamental and quantitative analysis methods in the provision of its advisory services. Symphony generally employs bottom-up security selection and performs analysis across the capital structure of investment candidates.

Symphony utilizes various data sources and, for certain strategies, proprietary computerized models in the provision of its advisory services.

Symphony may consult with securities analysts, selected broker-dealers, market-makers, economists, and others in formulating investment strategies. Symphony may also attend company presentations and participate in interviews and inspections of certain companies. In addition to this research, Symphony may engage in discussions with management and others having business with the corporation. Symphony also regularly monitors newspapers, magazines, and trade journals; websites; information and research provided by...
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SYMPHONY ASSET Portfolio Concentration

SYMPHONY ASSET Location

555 CALIFORNIA STREET
SUITE 3100
SAN FRANCISCO, California
UNITED STATES, 94104-1534

SYMPHONY ASSET Contact Information

Phone Number: 415-676-4000
Fax Number: 415-676-2480
Website:

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Disclaimer

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