BOYD WATTERSON ASSET Overview

Boyd Watterson Asset Management Llc is an investment advisor that manages 5.2 BN dollars in regulatory AUM and has 48 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 196MM in positions, representing 4% of the manager's regulatory AUM.

BOYD WATTERSON ASSET StockAlpha

-2.3%
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

BOYD WATTERSON ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MUB 5.07% ETF -3.76% -0.26% 0 3%
SPY 4.9% ETF 4.72% 0% 0 29%
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FEATURED IN
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BOYD WATTERSON ASSET Founders and Key Employees

Name Title In Position Since
Timothy M. Hyland Senior Executive Vice President January-2006
Brian L. Gevry Ceo / Chief Investment Officer January-2006
Michael E. Bee Senior Executive Vice President March-2003
James R. Shirak Executive Vice President January-2006
James A. Waler Executive Vice President/Chief Operations Officer January-2006
John L. Walsh Chief Compliance Officer June-2008

BOYD WATTERSON ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

BOYD WATTERSON ASSET Investment Strategy

Item 8 Methods of Analysis, Investment Strategies, and Risk of Loss


Investing in securities involves the risk of loss of your investment. You should be prepared to bear that risk.

A. Analysis and Strategies

Fixed Income Strategies

Our fixed income portfolios typically include the following types of securities:

• U.S. Treasury and agency securities
• Domestic and international investment grade and high yield corporate securities
• Mortgage‐backed securities
• Asset‐backed securities
• Municipal securities
• Preferred stock

Our fixed income investment philosophy is based on fundamental economic analysis, technical interest rate analysis, and credit research. Our economic outlook leads to strategy decisions that reflect our views on interest rates, trends in volatility, and relative value among market sectors.
The primary methods we use to attempt to add value to portfolios ...
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BOYD WATTERSON ASSET Portfolio Concentration

BOYD WATTERSON ASSET Location

1801 EAST 9TH STREET
SUITE 1400
CLEVELAND, Ohio
UNITED STATES, 44114

BOYD WATTERSON ASSET Contact Information

Phone Number: 216-771-3450
Fax Number: 216-771-4454
Website:

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