BROADWOOD PARTNERS Overview
Broadwood Partners is a hedge fund that manages 499 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 03/31/20. The fund's latest filing disclosed 856MM in positions, representing 171% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/20. The fund's latest filing disclosed 856MM in positions, representing 171% of the manager's regulatory AUM.
BROADWOOD PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BROADWOOD PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| STAA | 40.72% | Health | 91.01% | 29.95% | 22 | 1% | ||
| MNST | 30.62% | Cons. Staples | 23.11% | 4.3% | 1 | 9% | ||
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FEATURED IN
BROADWOOD PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Neal C. Bradsher | President / Chief Compliance Officer | February-2002 |
BROADWOOD PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
BROADWOOD PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Adviser conducts in-depth fundamental research to make investment decisions and recommendations. The Adviser’s research includes analysis of “micro” variables such as company, industry, and sector specific business drivers, as well as “macro” considerations such as global economic growth drivers, monetary and fiscal policies, and geopolitical developments.
The Adviser employs the following investment strategies on behalf of the Partnership:
Buy and Hold. The Adviser engages in a buy and hold investment strategy wherein the Adviser focuses on buying and holding securities in reasonably valued companies with significant growth prospects in growing sectors of the macroeconomy, and then holds the positions for relatively long periods of time, regardless of short-term factors such as fluctuations in the market or volatility of the stock price.
Concentrated Positions. The Adviser ...
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The Adviser conducts in-depth fundamental research to make investment decisions and recommendations. The Adviser’s research includes analysis of “micro” variables such as company, industry, and sector specific business drivers, as well as “macro” considerations such as global economic growth drivers, monetary and fiscal policies, and geopolitical developments.
The Adviser employs the following investment strategies on behalf of the Partnership:
Buy and Hold. The Adviser engages in a buy and hold investment strategy wherein the Adviser focuses on buying and holding securities in reasonably valued companies with significant growth prospects in growing sectors of the macroeconomy, and then holds the positions for relatively long periods of time, regardless of short-term factors such as fluctuations in the market or volatility of the stock price.
Concentrated Positions. The Adviser ...
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BROADWOOD PARTNERS Portfolio Concentration
BROADWOOD PARTNERS Location
724 FIFTH AVENUE
9TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
9TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
BROADWOOD PARTNERS Contact Information
Phone Number: 212-508-5735
Fax Number: 212 508-5756
Website: http://www.broadwoodcapital.com
Fax Number: 212 508-5756
Website: http://www.broadwoodcapital.com
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