CWH CAPITAL Overview
Cwh Capital Management Inc. is an investment advisor that manages 290.5 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 238MM in positions, representing 82% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 238MM in positions, representing 82% of the manager's regulatory AUM.
CWH CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CWH CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AGG | 7.92% | ETF | -2.62% | -0.54% | 0 | 10% | ||
| GSY | 6.45% | ETF | 0.07% | -0.27% | 0 | 2% | ||
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FEATURED IN
CWH CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Craig W. Hart | President, (Ceo), Chief Financial Officer And Director | February-1995 |
| Karen F. Oeser | Chief Compliance Officer | March-2010 |
CWH CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CWH CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
“HCM”s investment strategy for its discretionary investment accounts is grounded in the virtues of “value” and absolute return across the spectrum of investable asset classes. With respect to the growth component of clients’ investment allocation, “HCM” tactically allocates assets across various asset classes with emphasis on optimal risk/reward metrics. With respect to the Income component of clients’ investment allocation, “HCM” employs a flexible strategy designed to minimize credit risk and interest rate risk with primary emphasis on income.
3
601 W. Main Avenue
Spokane, WA 99201
509-444-7007 www.hartcap.com
With respect to types of investments deployed in its strategy, “HCM” will generally incorporate mutual funds and ETF’s for client accounts with less than $250,000 in an asset class. With respect to th...
Unlock Full Investment Process Description
“HCM”s investment strategy for its discretionary investment accounts is grounded in the virtues of “value” and absolute return across the spectrum of investable asset classes. With respect to the growth component of clients’ investment allocation, “HCM” tactically allocates assets across various asset classes with emphasis on optimal risk/reward metrics. With respect to the Income component of clients’ investment allocation, “HCM” employs a flexible strategy designed to minimize credit risk and interest rate risk with primary emphasis on income.
3
601 W. Main Avenue
Spokane, WA 99201
509-444-7007 www.hartcap.com
With respect to types of investments deployed in its strategy, “HCM” will generally incorporate mutual funds and ETF’s for client accounts with less than $250,000 in an asset class. With respect to th...
Unlock Full Investment Process Description
CWH CAPITAL Portfolio Concentration
CWH CAPITAL Location
W.601 MAIN AVENUE, SUITE 1214
SPOKANE, Washington
UNITED STATES, 99201
SPOKANE, Washington
UNITED STATES, 99201
CWH CAPITAL Contact Information
Phone Number: 509-444-7007
Fax Number: 509-444-7441
Website: http://www.hartcap.com
Fax Number: 509-444-7441
Website: http://www.hartcap.com
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