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 09/30/16. The fund's latest filing disclosed 402MM in positions, representing 44% of the manager's regulatory AUM.

ARMSTRONG SHAW StockAlpha

-1.1%
Top 25%
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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

ARMSTRONG SHAW Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CMCSA 4.47% Cons. Disc. 4.11% 0.11% 0 23%
AAPL 4.28% Tech -2.29% 0.01% 0 42%
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FEATURED IN
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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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ARMSTRONG SHAW Portfolio Concentration

ARMSTRONG SHAW Location

45 GROVE STREET
NEW CANAAN, Connecticut
UNITED STATES, 06840

ARMSTRONG SHAW Contact Information

Phone Number: 203-972-9600
Fax Number: 203-972-9630
Website:

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