FIRST WASHINGTON CORP Overview
First Washington Corp is a hedge fund that manages 237.4 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 09/30/20. The fund's latest filing disclosed 166MM in positions, representing 70% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/20. The fund's latest filing disclosed 166MM in positions, representing 70% of the manager's regulatory AUM.
FIRST WASHINGTON CORP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIRST WASHINGTON CORP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PCAR | 8.82% | Industrials | 14.36% | 0.37% | 0 | 10% | ||
| MSFT | 6.17% | Tech | 11.02% | -0.13% | 0 | 43% | ||
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FEATURED IN
FIRST WASHINGTON CORP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David Dixon Lewis | Chairman, Rosfp | November-2003 |
| David Dixon Lewis | Chief Compliance Officer | June-2007 |
| Teresa Ann Mcintyre | Secretary/Treasurer | June-2012 |
| Teresa Ann Mcintyre | Financial Operations Principal | April-2013 |
FIRST WASHINGTON CORP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FIRST WASHINGTON CORP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear.
The advisors of First Washington work to manage this risk for clients through proper investment diversification and risk management. Advisors work with clients to ascertain their investment goals and risk tolerance. Using this information we build customized investment portfolios designed to maximize the chances of reaching these investment goals.
FWCO’s investment philosophy is fundamentally oriented, based on the belief that over time the investment process is rational. Current and future developments that impact economies, industries, and individual securities can be evaluated. Disciplined investment decisions are then made, reacting and taking advantage of such developments. The style is oriented toward growth at a reasonable price (GARP) with a value component added while using all-cap univ...
Unlock Full Investment Process Description
Investing in securities involves risk of loss that clients should be prepared to bear.
The advisors of First Washington work to manage this risk for clients through proper investment diversification and risk management. Advisors work with clients to ascertain their investment goals and risk tolerance. Using this information we build customized investment portfolios designed to maximize the chances of reaching these investment goals.
FWCO’s investment philosophy is fundamentally oriented, based on the belief that over time the investment process is rational. Current and future developments that impact economies, industries, and individual securities can be evaluated. Disciplined investment decisions are then made, reacting and taking advantage of such developments. The style is oriented toward growth at a reasonable price (GARP) with a value component added while using all-cap univ...
Unlock Full Investment Process Description
FIRST WASHINGTON CORP Portfolio Concentration
FIRST WASHINGTON CORP Location
2001 6TH AVE
STE 3400
SEATTLE, Washington
UNITED STATES, 98121
STE 3400
SEATTLE, Washington
UNITED STATES, 98121
FIRST WASHINGTON CORP Contact Information
Phone Number: 206-624-8320
Fax Number: 206-466-2274
Website: http://www.first-wash.com/
Fax Number: 206-466-2274
Website: http://www.first-wash.com/
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