TAURUS ASSET Overview
Taurus Asset Management Llc is an investment advisor that manages 796.5 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 09/30/21. The fund's latest filing disclosed 961MM in positions, representing 121% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 09/30/21. The fund's latest filing disclosed 961MM in positions, representing 121% of the manager's regulatory AUM.
TAURUS ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TAURUS ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.24% | Tech | 19.44% | 0.45% | 0 | 45% | ||
| AAPL | 5.86% | Tech | 6.16% | -0.38% | 0 | 39% | ||
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FEATURED IN
TAURUS ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bradford R. Peck | Managing Principal | March-2004 |
| Margery Z. Flicker | Principal And Chief Compliance Officer | May-2004 |
TAURUS ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
TAURUS ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Taurus’ Portfolio Managers and Senior Research Analyst conduct fundamental research on individual stocks and bonds. Taurus uses a security-by-security approach to constructing client portfolios, and monitors clients’ exposures to various asset classes, geographic regions, and industry sectors on an ongoing basis. Taurus may apply a technical overlay to its fundamental analysis when determining asset allocations or the timing of trades. Mutual funds and ETFs are sometimes used to adjust clients’ portfolio-level exposures.
Sources of research information used by Taurus’ investment professionals include, among other things, trade journals, statistical materials and analyses, company presentations and interviews, contact with outside analysts and consultants, and evaluations of the likely financial consequences of world events.
All investing involves a risk of loss, so Taurus seeks to invest each c...
Unlock Full Investment Process Description
Taurus’ Portfolio Managers and Senior Research Analyst conduct fundamental research on individual stocks and bonds. Taurus uses a security-by-security approach to constructing client portfolios, and monitors clients’ exposures to various asset classes, geographic regions, and industry sectors on an ongoing basis. Taurus may apply a technical overlay to its fundamental analysis when determining asset allocations or the timing of trades. Mutual funds and ETFs are sometimes used to adjust clients’ portfolio-level exposures.
Sources of research information used by Taurus’ investment professionals include, among other things, trade journals, statistical materials and analyses, company presentations and interviews, contact with outside analysts and consultants, and evaluations of the likely financial consequences of world events.
All investing involves a risk of loss, so Taurus seeks to invest each c...
Unlock Full Investment Process Description
TAURUS ASSET Portfolio Concentration
TAURUS ASSET Location
590 MADISON AVENUE, 29TH FLR
NEW YORK, New York
UNITED STATES, 10022-2524
NEW YORK, New York
UNITED STATES, 10022-2524
TAURUS ASSET Contact Information
Phone Number: 212-457-9922
Fax Number: 212-457-9923
Website: http://www.taurusassetmanagement.com
Fax Number: 212-457-9923
Website: http://www.taurusassetmanagement.com
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