Gifford Fong Associates
Gifford Fong Associates is an investment management firm based in Lafayette, California, USA, founded in 1974. The firm specializes in asset management, investment technology, and provides customized portfolio solutions, valuation, and litigation support services for clients including institutional investors, mutual funds, investment banks, government regulators, and Fortune 500 companies. It also offers expert testimony related to fixed income and derivatives. Employee count is estimated to be under 20.
Investment Strategy
Gifford Fong Associates utilizes advanced technology and quantitative methods to manage fixed income investments, focusing on strategy analysis, risk management, and the valuation of derivatives and structured products. The firm offers bespoke portfolio solutions tailored to client objectives, leveraging deep expertise in complex securities including CMO, MBS, and ABS. They assist clients seeking sophisticated analysis for asset allocation and risk assessment in fixed income markets.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 10.05% | $43.6M | 276,210 | $5.34 | $157.99 | +$11.0M |
A AMZN | AMAZON COM INC | 4.89% | $21.2M | 96,793 | $85.27 | $219.39 | +$2.8M |
M MSFT | MICROSOFT CORP | 3.93% | $17.1M | 34,302 | $114.40 | $497.41 | +$4.2M |
A AAPL | APPLE INC | 3.83% | $16.7M | 81,169 | $50.57 | $205.17 | -$1.4M |
M META | FACEBOOK INC | 3.82% | $16.6M | 22,500 | $140.71 | $738.09 | +$3.6M |