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 09/30/16. The fund's latest filing disclosed 257MM in positions, representing 18% of the manager's regulatory AUM.

FIRST WESTERN CAPITAL StockAlpha

-2.8%
Top 25%
3yr StockAlpha Register for more...

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

FIRST WESTERN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ELS 3.82% Financials -8.95% -0.87% 0 4%
AMT 2.96% Tech -9.19% -0.31% 0 15%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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FIRST WESTERN CAPITAL Portfolio Concentration

FIRST WESTERN CAPITAL Location

1900 AVENUE OF THE STARS
SUITE 900
LOS ANGELES, California
UNITED STATES, 90067

FIRST WESTERN CAPITAL Contact Information

Phone Number: 310-229-2940
Fax Number: 310-229-2950
Website:

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