BOWLING PORTFOLIO Overview
Bowling Portfolio Management Llc is an investment advisor that manages 492.9 MM dollars in regulatory AUM and has 8 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/05 to 09/30/22. The fund's latest filing disclosed 364MM in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/05 to 09/30/22. The fund's latest filing disclosed 364MM in positions, representing 74% of the manager's regulatory AUM.
BOWLING PORTFOLIO StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BOWLING PORTFOLIO Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
|
Get the Full Report |
||||||||
FEATURED IN
BOWLING PORTFOLIO Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kathleen A. Wayner | Llc Member/Executive Committee Member/President, Chief Executive Officer And Chief Compliance Officer | December-2004 |
| Darren C. Kavesh | Llc Member/Executive Committee Member/Chief Investment Officer | December-2004 |
BOWLING PORTFOLIO Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BOWLING PORTFOLIO Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Bowling will offer advice on securities including equity securities traded on stock exchanges and over the counter, exchange traded funds, foreign issues, warrants, corporate debt securities, commercial paper, certificates of deposit,
5
municipal securities, mutual fund shares, United States Government securities, and others. With respect to warrants, certificates of deposit and municipal securities, while Bowling will not generally recommend their purchase, the Firm may, under appropriate circumstances, recommend their sale. In addition, Bowling may, at the request of certain pension fund clients, invest such client funds in common or collective investment funds maintained by banks.
Bowling’s security analysis methods include both quantitative and fundamental analysis. Main sources of information used by Bowling include quantitative data provided by third party vendors, financial newspap...
Get the Full Report
Bowling will offer advice on securities including equity securities traded on stock exchanges and over the counter, exchange traded funds, foreign issues, warrants, corporate debt securities, commercial paper, certificates of deposit,
5
municipal securities, mutual fund shares, United States Government securities, and others. With respect to warrants, certificates of deposit and municipal securities, while Bowling will not generally recommend their purchase, the Firm may, under appropriate circumstances, recommend their sale. In addition, Bowling may, at the request of certain pension fund clients, invest such client funds in common or collective investment funds maintained by banks.
Bowling’s security analysis methods include both quantitative and fundamental analysis. Main sources of information used by Bowling include quantitative data provided by third party vendors, financial newspap...
Get the Full Report
BOWLING PORTFOLIO Portfolio Concentration
BOWLING PORTFOLIO Location
4030 SMITH ROAD
SUITE 140
CINCINNATI, Ohio
UNITED STATES, 45209
SUITE 140
CINCINNATI, Ohio
UNITED STATES, 45209
BOWLING PORTFOLIO Contact Information
Phone Number: 513-871-7776
Fax Number: 513-871-7791
Website: http://www.bowlingpm.com
Fax Number: 513-871-7791
Website: http://www.bowlingpm.com
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
