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 09/30/16. The fund's latest filing disclosed 553MM in positions, representing 69% of the manager's regulatory AUM.

TAURUS ASSET StockAlpha

-1.5%
Top 25%
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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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TAURUS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QSR 5.06% Financials 10.91% -0.41% 1 8%
DIS 4.31% Cons. Disc. 9.83% 0.21% 0 29%
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FEATURED IN
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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...
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TAURUS ASSET Portfolio Concentration

TAURUS ASSET Location

590 MADISON AVENUE, 29TH FLR
NEW YORK, New York
UNITED STATES, 10022-2524

TAURUS ASSET Contact Information

Phone Number: 212-457-9922
Fax Number: 212-457-9923
Website:

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