FIRST WESTERN CAPITAL Overview
First Western Capital Management Company is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 18 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/18. The fund's latest filing disclosed 11MM in positions, representing 1% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/18. The fund's latest filing disclosed 11MM in positions, representing 1% of the manager's regulatory AUM.
FIRST WESTERN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIRST WESTERN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.78% | Tech | 18.76% | -0.08% | 0 | 46% | ||
| ABBV | 4.95% | Health | -11.26% | -1.01% | 0 | 28% | ||
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FEATURED IN
FIRST WESTERN CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Scott C. Wylie | Chairman/Ceo | July-2014 |
| Karen L. Garcia | Chief Compliance Officer | December-2009 |
| Lene Simnioniw | Secretary | December-2009 |
| Kenneth D. Malamed | Chief Investment Officer | February-2010 |
| Julie Courkamp | Treasurer | January-2013 |
| Barry P. Julien | Board Of Directors Member | February-2010 |
| Steven S. Michaels | Board Of Directors Member | February-2010 |
FIRST WESTERN CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
FIRST WESTERN CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market
12
regardless of the economic and financial factors considered in evaluating the stock.
Quantitative Analysis. We use mathematical models in an attempt to obtain more accurate measureme...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market
12
regardless of the economic and financial factors considered in evaluating the stock.
Quantitative Analysis. We use mathematical models in an attempt to obtain more accurate measureme...
Unlock Full Investment Process Description
FIRST WESTERN CAPITAL Portfolio Concentration
FIRST WESTERN CAPITAL Location
1900 AVENUE OF THE STARS
SUITE 900
LOS ANGELES, California
UNITED STATES, 90067
SUITE 900
LOS ANGELES, California
UNITED STATES, 90067
FIRST WESTERN CAPITAL Contact Information
Phone Number: 310-229-2940
Fax Number: 310-229-2950
Website: http://myfw.com/offices/century-city/
Fax Number: 310-229-2950
Website: http://myfw.com/offices/century-city/
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