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 09/30/16. The fund's latest filing disclosed 145MM in positions, representing 50% of the manager's regulatory AUM.

CWH CAPITAL StockAlpha

-1.1%
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

CWH CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TOTL 13.3% ETF -2.15% -0.39% 2 3%
SCHX 7.36% ETF 2.54% 0% 0 3%
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FEATURED IN
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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.

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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...
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CWH CAPITAL Portfolio Concentration

CWH CAPITAL Location

W.601 MAIN AVENUE, SUITE 1214
SPOKANE, Washington
UNITED STATES, 99201

CWH CAPITAL Contact Information

Phone Number: 509-444-7007
Fax Number: 509-444-7441
Website:

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