UNITED AMERICAN Overview
United American Securities is an investment advisor that manages 212.2 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 03/31/23. The fund's latest filing disclosed 292MM in positions, representing 137% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/23. The fund's latest filing disclosed 292MM in positions, representing 137% of the manager's regulatory AUM.
UNITED AMERICAN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
UNITED AMERICAN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 32.89% | Financials | 3.83% | 1.29% | 0 | 36% | ||
| MSFT | 18.27% | Tech | 15.47% | 1.15% | 0 | 53% | ||
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FEATURED IN
UNITED AMERICAN Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bahman Mossavarrahmani | President And Chief Compliance Officer | October-1987 |
| Yasmin Mossavarrahmani | Shareholder | October-1987 |
| Dariush Owlia | Shareholder | November-1987 |
| Zohreh D Ladjevardi | Shareholder | January-1988 |
| Ali Geranmayeh | Managing Driector | April-2004 |
UNITED AMERICAN Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
UNITED AMERICAN Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss Types of Investments
Investment advice may be offered on any investments held by a client at the start of
the advisory relationship. New investments will typically be limited to domestic and foreign equity securities, warrants, corporate debt securities, certificates of deposit, municipal and United States government securities, exchange-traded funds, mutual funds and options (for Kitty Hawk only), although UAS reserves the right to invest in other types of investment vehicles if appropriate to client needs.
Investment Strategies
Separately Managed Accounts
UAS pursues an investment strategy that seeks to deliver superior performance without undue risk to principal, recognizing, however, that neither superior performance nor safety of principal can be guaranteed. Stocks are subject to different kinds of risk, including individual company risk and market risk, which cannot be fully m...
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Investment advice may be offered on any investments held by a client at the start of
the advisory relationship. New investments will typically be limited to domestic and foreign equity securities, warrants, corporate debt securities, certificates of deposit, municipal and United States government securities, exchange-traded funds, mutual funds and options (for Kitty Hawk only), although UAS reserves the right to invest in other types of investment vehicles if appropriate to client needs.
Investment Strategies
Separately Managed Accounts
UAS pursues an investment strategy that seeks to deliver superior performance without undue risk to principal, recognizing, however, that neither superior performance nor safety of principal can be guaranteed. Stocks are subject to different kinds of risk, including individual company risk and market risk, which cannot be fully m...
Unlock Full Investment Process Description
UNITED AMERICAN Portfolio Concentration
UNITED AMERICAN Location
441 LEXINGTON AVE
SUITE 1220
NEW YORK, New York
UNITED STATES, 10017-3910
SUITE 1220
NEW YORK, New York
UNITED STATES, 10017-3910
UNITED AMERICAN Contact Information
Phone Number: 212-983-5822
Fax Number: 212-983-5842
Website: http://www.uasam.com
Fax Number: 212-983-5842
Website: http://www.uasam.com
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