Pekin Singer Strauss Asset Management

Pekin Singer Strauss Asset Management is an employee-owned and operated firm, founded in 1990 as an investment adviser registered with the Securities & Exchange Commission. As of December 31, 2013 Pekin Singer Strauss managed approximately $1.07 billion, with $1.04 billion managed on a discretionary basis. It provides investment management services to a socially responsible mutual fund and investment management services to institutional clients using a value-oriented approach.

Investment Approach

Pekin manages the Mid Cap Value model using a bottom-up, fundamental research process. Of course, investments are chosen from a universe of securities passing Azzad’s ethical screens. Their portfolio is constructed from companies they believe are temporarily out of favor but have strong, long-term fundamentals. These are companies with free cash flow, a high competitive moat and high quality management. The firm employs a team approach to investing which brings together investment professionals who hold the CFA Charter. Pekin strives to generate market-beating returns by investing in quality, undervalued companies while protecting the portfolio on the downside. Their investment approach is centered on managing portfolio risk through a conservative, risk averse philosophy.

Meet the Managers

Pekin’s portfolio management team includes Joshua Srauss, CFA® who is supported by a full team of research analysts and other portfolio managers.

Joshua StraussJoshua Strauss, CFA®, Portfolio Manager

Joshua serves as the Senior Vice President and portfolio manager of Pekin. He joined the firm in 2004 and has over 14 years of investment management experience. Prior to joining Pekin, he worked as director of business development at Color Kinetics, a pioneer in energy efficient LED lighting systems and now a division of Philips Electronics. Prior to that, he worked as an analyst at Shearman & Sterling. Joshua earned his MBA from the University of Michigan. He is a chartered financial analyst and a member of the CFA® Institute.

Click here to read Pekin’s disclosure brochure (ADV Part 2A)

Azzad makes no assurance that the manner in which Pekin manages its assets in the Mid Cap Value model is the same as or entirely consistent with the manner in which it manages any of its other Funds or accounts. Mid cap investing involves risks including loss of principal. CFA is a trademark owned by CFA Institute.