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 09/30/19. The fund's latest filing disclosed 148MM in positions, representing 95% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/19. The fund's latest filing disclosed 148MM in positions, representing 95% of the manager's regulatory AUM.
ALPHA WINDWARD LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALPHA WINDWARD LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWR | 6.32% | ETF | 7.26% | -0.12% | 0 | 7% | ||
| BND | 5.64% | ETF | 1.78% | -0.06% | 0 | 5% | ||
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FEATURED IN
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‐euity 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...
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Methods of Analysis
Alpha Windward offers separate account management as well as a private pooled‐euity 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...
Unlock Full Investment Process Description
ALPHA WINDWARD LLC Portfolio Concentration
ALPHA WINDWARD LLC Location
200 LOWDER BROOK DRIVE
SUITE 2400
WESTWOOD, Massachusetts
UNITED STATES, 02090-1178
SUITE 2400
WESTWOOD, Massachusetts
UNITED STATES, 02090-1178
ALPHA WINDWARD LLC Contact Information
Phone Number: 781-326-8880
Fax Number: DECEMBER
Website: http://www.alphawindward.com
Fax Number: DECEMBER
Website: http://www.alphawindward.com
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