ENDURANCE WEALTH Overview

Endurance Wealth Management Inc. is an investment advisor that manages 911.2 MM dollars in regulatory AUM and has 11 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/09 to 09/30/16. The fund's latest filing disclosed 558MM in positions, representing 61% of the manager's regulatory AUM.

ENDURANCE WEALTH StockAlpha

+0.7%
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

ENDURANCE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
KMI 5.98% Energy -7.1% -0.8% 0 17%
QCOM 4.83% Tech -3.13% -0.05% 0 23%
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FEATURED IN
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ENDURANCE WEALTH Founders and Key Employees

Name Title In Position Since
J M. Costello President June-2008
Thomas E. Gardner Chief Compliance Officer January-2011

ENDURANCE WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

ENDURANCE WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Endurance's investment process is fundamentally oriented and uses a two-pronged approach to arrive at an investment strategy – a qualitative top down and a quantitative bottom up comprehensive analysis. Endurance's Investment Committee, which is comprised of all of the portfolio managers and the research team, meets on a weekly basis to formulate and/or modify our investment strategy. Also, the Investment Committee
will meet at any time to discuss changing market conditions or a new investment opportunity. This process is the initial step we use to develop an asset allocation, stock and bond selection, and portfolio structure strategy.

Qualitative Top Down Analysis: The Investment Committee thoroughly discusses global macro issues such as:

• The economic forecasts for various regions and countries within those regions;
• Any specific financial issues within each region;
•...
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ENDURANCE WEALTH Portfolio Concentration

ENDURANCE WEALTH Location

101 DYER STREET 4TH FLOOR
PROVIDENCE, Rhode Island
UNITED STATES, 02903-7104

ENDURANCE WEALTH Contact Information

Phone Number: 401-854-0993
Fax Number: 401-270-2741
Website:

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