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 03/31/18. The fund's latest filing disclosed 595MM in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/09 to 03/31/18. The fund's latest filing disclosed 595MM in positions, representing 65% of the manager's regulatory AUM.
ENDURANCE WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ENDURANCE WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KMI | 3.87% | Energy | 16.61% | 0.17% | 0 | 16% | ||
| EFA | 3.87% | ETF | -0.43% | -0.29% | 0 | 9% | ||
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FEATURED IN
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;
•...
Unlock Full Investment Process Description
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;
•...
Unlock Full Investment Process Description
ENDURANCE WEALTH Portfolio Concentration
ENDURANCE WEALTH Location
101 DYER STREET 4TH FLOOR
PROVIDENCE, Rhode Island
UNITED STATES, 02903-7104
PROVIDENCE, Rhode Island
UNITED STATES, 02903-7104
ENDURANCE WEALTH Contact Information
Phone Number: 401-854-0993
Fax Number: 401-270-2741
Website: null
Fax Number: 401-270-2741
Website: null
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