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Achievement Holdings L.P.
|Achievement Holdings L.P.|
|Last update 2015-11-16||173 Stocks (72 new)|
|Value $830.00 Mil||Turnover 48 %|
Top Holdings:Guru Portfolio Report Download
Achievement Holdings L.P. Profile
Achievement Holdings L.P. is an investment management firm based out of Chicago, Illinois. The company was originally established in 2005 by founder Joseph F. Scoby, who is still with the company acting as its CEO and CIO. Achievement Holdings L.P., which operates as Achievement Asset Management LLC, is owned by its employees and operates as a hedge fund sponsor. The company was also previously known as PEAK6 Advisors LLC before changing its name to its current one. Achievement Holdings L.P. conducts its research internally, utilizing a long short strategy to make its investment decisions. The company invests in the public equity markets within the United States, allocating its asset across a wide range of sectors. Achievement Holdings L.P. invests most heavily in the finance sector, which alone makes up approximately two thirds of its total asset allocations, and also invests in the consumer discretionary, materials, energy, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company’s top holdings include Kinder Morgan Inc., SPDR S&P 500 ETF TR, iShares TR, Zions Bancorporation, WisdomTree Tr, Twenty First Century Fox Inc., Tyson Foods Inc., Deere & Co., Molson Coors Brewing Co., and Monsanto Co., in order of decreasing allocation. Achievement Holdings L.P. mainly caters to pooled investment vehicles and also provides its services to investment companies to a lesser degree. The company is employee owned with CEO Joseph F. Scoby holding the majority share. Achievement Holdings L.P., in turn, acts as the parent holding company of the operating entity Achievement Asset Management LLC and holds the majority ownership in that company. The company takes advisory fees in the form of a percentage of assets and various performance based fees. Achievement Asset Management has closed as of 2016 with Joseph Scoby stating that its corporate bond strategy does not work in the current market environment.
Achievement Holdings L.P. has disclosed 173 total holdings in their latest 13F filing with the SEC for the portfolio date of 2015-09-30. The current portfolio value is calculated to be $830.00 Mil. The turnover rate is 48%.
In Achievement Holdings L.P.'s current portfolio as of 2015-09-30, the top 0 holdings are not including call and put options. Achievement Holdings L.P. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Achievement Holdings L.P., as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Achievement Holdings L.P., which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Achievement Holdings L.P..
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