ALPHA WINDWARD LLC Overview

Alpha Windward Llc is an investment advisor that manages 155.5 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 144MM in positions, representing 93% of the manager's regulatory AUM.

ALPHA WINDWARD LLC StockAlpha

-1.3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ALPHA WINDWARD LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BND 5.79% ETF -3.65% -0.29% 0 4%
EFA 4.78% ETF -0.69% -0.26% 0 13%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ALPHA WINDWARD LLC Founders and Key Employees

Name Title In Position Since
Samuel B. Carr Managing Director, Member, Owner April-1998
Benjamin G. Dawson Managing Director, Member, Owner, Chief Compliance Officer May-1998
Margaret W. Carr Member, Owner April-1998
Cornelia A. Dawson Member, Owner July-1998

ALPHA WINDWARD LLC Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

ALPHA WINDWARD LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Alpha Windward offers separate account management as well as a private pooled‐e“uity investment fund. We manage client investment portfolios by integrating state‐of‐the‐art proprietary research, portfolio construction, trading, accounting and monitoring functions on a highly sophisticated and secure computer network. We consider Alpha Windward to be an industry leader in using innovative systems and streamlined trading platforms. We expect our clients’ returns to be greater due to our focus on reducing costs and because we leverage our expertise in statistical modeling to optimize investment decisions.

Alpha Windward begins its investment process by importing independent external data from Compustat, Ford, Value‐Line and Zacks into our own multi‐factor ranking system ȋ“MFRS” . Alpha Windward’s research database consists of data going back to 1972. Our screen...
Get the Full Report

ALPHA WINDWARD LLC Portfolio Concentration

ALPHA WINDWARD LLC Location

200 LOWDER BROOK DRIVE
SUITE 2400
WESTWOOD, Massachusetts
UNITED STATES, 02090-1178

ALPHA WINDWARD LLC Contact Information

Phone Number: 781-326-8880
Fax Number: DECEMBER
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B