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 06/31/18. The fund's latest filing disclosed 174MM in positions, representing 3% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 174MM in positions, representing 3% of the manager's regulatory AUM.
BOYD WATTERSON ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOYD WATTERSON ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 7.23% | ETF | 7.89% | 0% | 0 | 22% | ||
| PFF | 4.33% | ETF | -0.62% | -0.18% | 0 | 4% | ||
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FEATURED IN
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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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 ...
Unlock Full Investment Process Description
BOYD WATTERSON ASSET Portfolio Concentration
BOYD WATTERSON ASSET Location
1801 EAST 9TH STREET
SUITE 1400
CLEVELAND, Ohio
UNITED STATES, 44114
SUITE 1400
CLEVELAND, Ohio
UNITED STATES, 44114
BOYD WATTERSON ASSET Contact Information
Phone Number: 216-771-3450
Fax Number: 216-771-4454
Website: http://www.boydwatterson.com
Fax Number: 216-771-4454
Website: http://www.boydwatterson.com
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