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 09/30/19. The fund's latest filing disclosed 603MM in positions, representing 66% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/09 to 09/30/19. The fund's latest filing disclosed 603MM in positions, representing 66% of the manager's regulatory AUM.
ENDURANCE WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
ENDURANCE WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KMI | 4.58% | Energy | 4.94% | -0.07% | 0 | 9% | ||
| OLED | 4.45% | Tech | 26.84% | -0.04% | 0 | 7% | ||
|
Unlock Positions and Returns Details |
||||||||
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here