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 09/30/16. The fund's latest filing disclosed 584MM in positions, representing 117% of the manager's regulatory AUM.

BROADWOOD PARTNERS StockAlpha

+3.8%
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

BROADWOOD PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MNST 40.17% Cons. Staples -9.19% -1.64% 2 14%
STAA 17.46% Health 14.89% 3.35% 41 1%
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FEATURED IN
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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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BROADWOOD PARTNERS Portfolio Concentration

BROADWOOD PARTNERS Location

724 FIFTH AVENUE
9TH FLOOR
NEW YORK, New York
UNITED STATES, 10019

BROADWOOD PARTNERS Contact Information

Phone Number: 212-508-5735
Fax Number: 212 508-5756
Website:

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