TORRAY LLC Overview
Torray Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 14 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 639MM in positions, representing 44% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 639MM in positions, representing 44% of the manager's regulatory AUM.
TORRAY LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TORRAY LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 3.54% | Financials | 10.31% | 0.11% | 0 | 0% | ||
| MO | 3.07% | Cons. Staples | -4.94% | -0.32% | 0 | 0% | ||
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FEATURED IN
TORRAY LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert E. Torray | Chairman And President | September-2005 |
| William M. Lane | Executive Vice President | September-2005 |
| Fred M. Fialco | Vice President | January-2010 |
| Nicholas C. Haffenreffer | Vice President | July-2010 |
| Barbara C. Warder | Chief Compliance Officer | July-2010 |
| James D. Bailey | Analyst | April-2012 |
TORRAY LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
TORRAY LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Torray uses fundamental methods of analysis that emphasize stock selection. Long‐term secular themes and macroeconomic trends are incorporated into the process, as well. Torray’s strength is in identifying market themes and specific companies that are fundamentally strong and well‐positioned to benefit from these themes.
Torray offers two investment strategies: (1) large‐cap growth; and (2) large‐cap value. A
description of these strategies and the related investment risks follows:
Large‐Cap Value. This strategy involves investing high quality companies that have a record of increasing sales and earnings, and to hold them as long as their fundamentals remain intact. Capable management and sound finances are critical considerations in the firm’s investment process. Ordinarily, 90% or more of a client’s account will be invested in common st...
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Torray uses fundamental methods of analysis that emphasize stock selection. Long‐term secular themes and macroeconomic trends are incorporated into the process, as well. Torray’s strength is in identifying market themes and specific companies that are fundamentally strong and well‐positioned to benefit from these themes.
Torray offers two investment strategies: (1) large‐cap growth; and (2) large‐cap value. A
description of these strategies and the related investment risks follows:
Large‐Cap Value. This strategy involves investing high quality companies that have a record of increasing sales and earnings, and to hold them as long as their fundamentals remain intact. Capable management and sound finances are critical considerations in the firm’s investment process. Ordinarily, 90% or more of a client’s account will be invested in common st...
Unlock Full Investment Process Description
TORRAY LLC Portfolio Concentration
TORRAY LLC Location
7501 WISCONSIN AVENUE
SUITE 750W
BETHESDA, Maryland
UNITED STATES, 20814-6523
SUITE 750W
BETHESDA, Maryland
UNITED STATES, 20814-6523
TORRAY LLC Contact Information
Phone Number: 301-493-4600
Fax Number: 301-530-0642
Website: https://www.torray.com
Fax Number: 301-530-0642
Website: https://www.torray.com
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