Analytic Investors, LLC Profile
Analytic Investors is a private investment management company that is based out of Los Angeles. The company was founded in 1970 and operates as an “independent, employee-owned boutique focused on providing our clients with practical and accessible investment leadership of the highest quality.” Analytic Investors currently has 47 employees with the controlling majority of the ownership in the company held by Omam Intermediary (Analytic), LLC and Analytic Investors Holdings, LLC with the remaining ownership split amongst key company executives. The company believes that intelligent quantitative techniques will allow it to succeed through active portfolio management, focusing on a systematic and responsice weighting of its investments. Analytic Investors’s diversified holdings are allocated across a variety of sectors including consumer staples, its highest held sector that alone makes up approximately a quarter of its total allocated assets, health care, finance, consumer discretionary, utilities and telecommunications, and information technology sectors, among others to a lesser degree, in order of decreasing allocation. The company holds approximately $12 billion in assets under management spread across 61 accounts, all of which are discretionary except for 8, which makes up $1.1 billion of its held assets. Although its total number of accounts has decreased significantly from over 400 five years ago, its total assets under management, despite some volatility and decreasing in the most recent two or three years, has increased from its highest point of $9.5 billion back in 2010. Analytic Investors caters to a variety of clients, including pooled investment vehicles, its largest client type that alone makes up approximately a third of its client base, pension and profit sharing plans, investment companies, corporations, state or municipal government entities, charities, and insurance companies, in order of decreasing clientele. The company currently offers a variety of solutions including its Core Equity, Enhanced Equity, US Market Neutral, Low Volatility Equity, and other products.