ARMSTRONG SHAW Overview
Armstrong Shaw Associates Inc is an investment advisor that manages 914.4 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 102MM in positions, representing 11% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 102MM in positions, representing 11% of the manager's regulatory AUM.
ARMSTRONG SHAW StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ARMSTRONG SHAW Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 11.7% | Tech | 13.35% | 0.4% | 0 | 53% | ||
| BRK.A | 9.14% | Financials | 9.72% | 0.65% | 0 | 11% | ||
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FEATURED IN
ARMSTRONG SHAW Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Monica C. Grady | Principal/Chief Compliance Officer/Director | December-1986 |
| Jeffrey M. Shaw | Principal/Chairman/Director | December-1986 |
| Craig D. Jensen | Principal | January-2010 |
| Lovin M. Thomas | Principal | December-2013 |
| Jacqueline Lindenbaum | Principal | December-2013 |
ARMSTRONG SHAW Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ARMSTRONG SHAW Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our decision making process includes market screening for potential new ideas, fundamental research including financial modeling and management interviews, an in- depth investment committee review, diversification guidelines and a strict sell discipline. Inherent in our absolute value approach is our objective to minimize downside risk. To further this aim we screen for companies with proven track records, strong balance sheets and medium to large capitalizations. Our investment time horizon is 18 to 24 months.
Idea generation begins with screening our universe for businesses that are growing earnings and generating good returns on capital, but have fallen out of favor in the market. Anything that creates uncertainty (such as earnings shortfalls, management changes, restructurings, legislative changes, industry events and spin-offs) provides a potential investment opportunity. Industry contacts are anothe...
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Our decision making process includes market screening for potential new ideas, fundamental research including financial modeling and management interviews, an in- depth investment committee review, diversification guidelines and a strict sell discipline. Inherent in our absolute value approach is our objective to minimize downside risk. To further this aim we screen for companies with proven track records, strong balance sheets and medium to large capitalizations. Our investment time horizon is 18 to 24 months.
Idea generation begins with screening our universe for businesses that are growing earnings and generating good returns on capital, but have fallen out of favor in the market. Anything that creates uncertainty (such as earnings shortfalls, management changes, restructurings, legislative changes, industry events and spin-offs) provides a potential investment opportunity. Industry contacts are anothe...
Get the Full Report
ARMSTRONG SHAW Portfolio Concentration
ARMSTRONG SHAW Location
45 GROVE STREET
NEW CANAAN, Connecticut
UNITED STATES, 06840
NEW CANAAN, Connecticut
UNITED STATES, 06840
ARMSTRONG SHAW Contact Information
Phone Number: 203-972-9600
Fax Number: 203-972-9630
Website: http://www.armstrongshaw.com
Fax Number: 203-972-9630
Website: http://www.armstrongshaw.com
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