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 09/30/21. The fund's latest filing disclosed 4BN in positions, representing 287% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 09/30/21. The fund's latest filing disclosed 4BN in positions, representing 287% of the manager's regulatory AUM.
DOUGLASS WINTHROP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DOUGLASS WINTHROP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 6.14% | Financials | 4.78% | -0.05% | 0 | 28% | ||
| GOOG | 5.45% | Tech | 12.29% | 0.09% | 0 | 34% | ||
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FEATURED IN
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.
3
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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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.
3
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...
Unlock Full Investment Process Description
DOUGLASS WINTHROP Portfolio Concentration
DOUGLASS WINTHROP Location
535 FIFTH AVENUE
22ND FLOOR
NEW YORK, New York
UNITED STATES, 10017-3679
22ND FLOOR
NEW YORK, New York
UNITED STATES, 10017-3679
DOUGLASS WINTHROP Contact Information
Phone Number: 2028876812
Fax Number: DECEMBER
Website: http://www.douglasswinthrop.com
Fax Number: DECEMBER
Website: http://www.douglasswinthrop.com
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