BELMONT GLOBAL Overview

Belmont Global Advisors Inc. is an investment advisor that manages 456 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 57MM in positions, representing 12% of the manager's regulatory AUM.

BELMONT GLOBAL StockAlpha

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Fundamental & Technical Factor Exposure

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BELMONT GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ZIOP 22.11% Health 16.16% 5.21% 1 5%
XON 14.86% Health 6.46% 1.97% 0 7%
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BELMONT GLOBAL Founders and Key Employees

Name Title In Position Since
Timothy C. Wheeler Director, President May-1992
James R. Mcwilliams Chief Compliance Officer, Secretary September-2004
Michael R. Willis Senior Vice President December-2004
Steven S. Murphy Director, Exec. Vice President, Chief Operating Officer August-2011
Steven M. Harasym Vice President, Portfolio Manager March-2010
Joel C. Flint Director, Senior Vice President January-2011
Csongor Bibza Treasurer, Assistant Secretary February-2013

BELMONT GLOBAL Brokers, Custodians, Auditors and Administrators

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BELMONT GLOBAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


BGA may from time to time offer advice with respect to investments in partnerships which invest in equity securities, warrants, debt instruments, option contracts, futures contracts, direct investment in real estate or operating companies. Such partnerships may focus on investments in countries outside the United States.

BGA’s investment professionals continuously monitor global, national and regional economic factors to formulate macroeconomic investment views. BGA attempts to identify asset classes or investment strategies that have potential for positive returns within the time horizon and risk tolerances established for a client. The Company sources unaffiliated managers that specialize in an asset class or investment strategy. Managers are identified through a network of industry contacts, financial intermediaries and existing relationships. Prior to committing capital to an una...
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BELMONT GLOBAL Portfolio Concentration

BELMONT GLOBAL Location

2999 TURTLE CREEK BLVD.
DALLAS, Texas
UNITED STATES, 75219

BELMONT GLOBAL Contact Information

Phone Number: 214-559-9790
Fax Number: 214-559-9075
Website:

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