C M BIDWELL & Overview
C M Bidwell & Associates Ltd is an investment advisor that manages 485.5 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 153MM in positions, representing 31% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 153MM in positions, representing 31% of the manager's regulatory AUM.
C M BIDWELL & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
C M BIDWELL & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWB | 6.67% | ETF | 6.11% | -0.02% | 0 | 0% | ||
| IWM | 5.4% | ETF | -0.32% | -0.38% | 0 | 0% | ||
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FEATURED IN
C M BIDWELL & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Clinton M. Bidwell | Chairman Of The Board | January-1979 |
| Debra Chun | Sr. V.P./Secretary | April-1998 |
| Gregory Bidwell | Director | September-1982 |
| Hilary A. Bidwell | Director | June-1984 |
| Niall M. Kilcommons | President/Chief Compliance Officer/Treasurer | August-2004 |
| Clinton M. Bidwell | Director | August-2004 |
| Berkeley J. Bidwell | Director | July-2006 |
| Brett C. Bidwell | Director / Sr. Vice President | March-2012 |
C M BIDWELL & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
C M BIDWELL & Investment Strategy
Item 8. Methods of Analysis, Investment Strategies and
Risk of Loss
The investment of assets in equity and fixed income securities, including investments in diversified funds is risky. The value of an investment may decrease as well as increase and clients may lose the full amount initially
7
invested. Investments in individual securities should be considered based on the suitability of strategies in relation to return objectives, risk tolerances and other investments.
Equity Securities - CMBA manages equity securities in three broad strategies, all on a long only basis. The strategies are Large Cap, Small Cap and All Cap. The differentiation between the strategies is the universe of stocks that the strategies select from, based on market capitalization
size. The equity portfolios are actively managed with the goal of having positive differential performance versus the universe of stocks and the representative benchmark index. Thus the nu...
Unlock Full Investment Process Description
Risk of Loss
The investment of assets in equity and fixed income securities, including investments in diversified funds is risky. The value of an investment may decrease as well as increase and clients may lose the full amount initially
7
invested. Investments in individual securities should be considered based on the suitability of strategies in relation to return objectives, risk tolerances and other investments.
Equity Securities - CMBA manages equity securities in three broad strategies, all on a long only basis. The strategies are Large Cap, Small Cap and All Cap. The differentiation between the strategies is the universe of stocks that the strategies select from, based on market capitalization
size. The equity portfolios are actively managed with the goal of having positive differential performance versus the universe of stocks and the representative benchmark index. Thus the nu...
Unlock Full Investment Process Description
C M BIDWELL & Portfolio Concentration
C M BIDWELL & Location
C M BIDWELL & Contact Information
Phone Number: 808-595-1099
Fax Number: 808-595-1091
Website: http://www.cmbidwellandassociates.com/
Fax Number: 808-595-1091
Website: http://www.cmbidwellandassociates.com/
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Disclaimer
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