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 09/30/16. The fund's latest filing disclosed 716MM in positions, representing 145% of the manager's regulatory AUM.

BOWLING PORTFOLIO StockAlpha

+1.5%
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

BOWLING PORTFOLIO Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.83% Tech -0.31% -0.04% 0 42%
JNJ 2.05% Health -5.39% -0.02% 0 34%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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,

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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...
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BOWLING PORTFOLIO Portfolio Concentration

BOWLING PORTFOLIO Location

4030 SMITH ROAD
SUITE 140
CINCINNATI, Ohio
UNITED STATES, 45209

BOWLING PORTFOLIO Contact Information

Phone Number: 513-871-7776
Fax Number: 513-871-7791
Website:

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