DOUGLASS WINTHROP Overview

Douglass Winthrop Advisors Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 14 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 102% of the manager's regulatory AUM.

DOUGLASS WINTHROP StockAlpha

-2.4%
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

DOUGLASS WINTHROP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 6.07% Financials 10.89% -0.32% 0 28%
AAPL 3.92% Tech -2.99% -0.06% 0 42%
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FEATURED IN
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DOUGLASS WINTHROP Founders and Key Employees

Name Title In Position Since
Robert R. Douglass Principal, Member October-1999
John Winthrop Principal, Member October-1999
Charles T. Howard Principal, Member March-2004
Lea P. Highet Principal, Member January-2005
Charles G. Crane Principal, Chief Compliance Officer July-2009
Daniel B. Obrien Principal, Member August-2010
Joshua C. Huffard Principal, Member January-2015
Charles B. Train Principal, Member January-2015
Welsh O. Strawbridge Principal, Member January-2015

DOUGLASS WINTHROP Brokers, Custodians, Auditors and Administrators

Type Company

DOUGLASS WINTHROP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss DWA manages both all-equity and balanced portfolios. Balanced portfolios consist of equities and fixed-income securities. The specific mix is determined by the portfolio
manager in consultation with the client, and may be shaped by such factors as the
client’s investment objectives, tolerance for risk, income requirements, written investment
policy or other factors considered relevant.


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DWA’s Investment Committee consists of its ten portfolio managers, who work together to conduct fundamental analysis on all stocks recommended for client accounts. This analysis varies depending on the stock in question. The analysis generally includes a review of:

 The issuer’s management;

 The issuer’s financial statements, including its balance sheet, income statement, and statement of cash flows, along with accompanying footnotes as shown in the issuer’s annu...
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DOUGLASS WINTHROP Portfolio Concentration

DOUGLASS WINTHROP Location

535 FIFTH AVENUE
22ND FLOOR
NEW YORK, New York
UNITED STATES, 10017-3679

DOUGLASS WINTHROP Contact Information

Phone Number: 2028876812
Fax Number: DECEMBER
Website:

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