TOCQUEVILLE ASSET Overview

Tocqueville Asset Management Lp is an investment advisor that manages 13.2 BN dollars in regulatory AUM and has 110 employees, of which 46 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 8BN in positions, representing 62% of the manager's regulatory AUM.

TOCQUEVILLE ASSET StockAlpha

-5.7%
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

TOCQUEVILLE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HD 2.42% Cons. Disc. 1.46% -0.01% 0 34%
DRGDF 2.04% Materials -43.4% -0.95% 393 0%
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FEATURED IN
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TOCQUEVILLE ASSET Founders and Key Employees

Name Title In Position Since
Francois D. Sicart Chair & Director Of Gp January-1990
Robert W. Kleinschmidt President, Ceo & Director Of Gp July-1991
Elizabeth F. Bosco Compliance Officer December-1999
Thomas O. Pandick Chief Compliance Officer October-2004
Robert J. Kramer Chief Operating Officer June-2011
Helen Balk Controller January-2014
Alexander W. Kleinschmidt Trustee November-2011
Paul J. Kleinschmidt Trustee November-2011
Lara R. Kleinschmidt Trustee November-2011
John C. Hathaway Limited Partner December-2005

TOCQUEVILLE ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

TOCQUEVILLE ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Adviser utilizes a variety of methods and strategies to make investment decisions and recommendations. The methods of analysis include fundamental research, as well as use of quantitative tools and investment approaches. Tocqueville utilizes various software and databases in connection with the preparation of specific internal reports as well as in conjunction with investment analysis regularly performed as part of account management.

For specific investment strategies or products, Tocqueville has developed a structure of Investment Teams, each with an independent Investment Committee. These are comprised of portfolio managers, each a highly experienced and seasoned investment professional with strong fundamental research background, and research analysts who focus on the Team’s specific market sector and strategy. Each Investment Committee is responsible for designing the investment outlook and stra...
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TOCQUEVILLE ASSET Portfolio Concentration

TOCQUEVILLE ASSET Location

40 WEST 57TH STREET
19TH FLOOR
NEW YORK, New York
UNITED STATES, 10019

TOCQUEVILLE ASSET Contact Information

Phone Number: 212-698-0800
Fax Number: 212-262-0154
Website:

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