FORT WASHINGTON Overview
Fort Washington Investment Advisors Inc is an investment advisor that manages 47.2 BN dollars in regulatory AUM and has 122 employees, of which 85 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 10BN in positions, representing 22% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 10BN in positions, representing 22% of the manager's regulatory AUM.
FORT WASHINGTON StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FORT WASHINGTON Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 4.18% | Financials | -1.89% | 0.12% | 0 | 30% | ||
| MSFT | 3.64% | Tech | -11.64% | 0.18% | 0 | 41% | ||
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FEATURED IN
FORT WASHINGTON Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Donald J. Wuebbling | Director | June-1990 |
| Michele Hawkins | Chief Compliance Officer, Managing Director | July-2004 |
| John F. Barrett | Director | January-2000 |
| James J. Vance | Treasurer | June-1997 |
| Mark A. Frietch | Managing,Director Of Securities Operations And Marketing | January-2002 |
| Nicholas P. Sargen | Director, Chief Economist | June-2003 |
| Maribeth S. Rahe | President & Ceo | November-2003 |
| Robert L. Walker | Director | January-2004 |
| Margaret C. Bell | Managing Director Of Business Development And Sales | July-2004 |
| Jonathan D. Niemeyer | Secretary | March-2009 |
| Jeffrey D. Meek | Chief Financial Officer | March-2014 |
| Steven K. Kreider | Chief Investment Officer | May-2014 |
| David T. Henderson | Chief Risk Officer | October-2014 |
FORT WASHINGTON Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
FORT WASHINGTON Investment Strategy
ITEM 8 – METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND Risk of Loss
METHODS OF ANALYSIS
Fort Washington may use the following methods of analysis in formulating investment advice and/or managing client assets:
Fundamental Analysis. For public securities, we attempt to assess the value of a security by evaluating economic and financial factors specific to the particular security and, in addition, conditions in the relevant sector and the overall economy. For private investments, we attempt to measure the fair market value using the same factors that we consider in assessing public securities, while also incorporating a value judgment based upon the illiquid nature of private securities in general. Fundamental analysis attempts to incorporate all of the relevant security-specific attributes and the many macro-driven factors that may affect the security in order to arrive at a solid assessment of the current value of a security.
Fundamental ...
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METHODS OF ANALYSIS
Fort Washington may use the following methods of analysis in formulating investment advice and/or managing client assets:
Fundamental Analysis. For public securities, we attempt to assess the value of a security by evaluating economic and financial factors specific to the particular security and, in addition, conditions in the relevant sector and the overall economy. For private investments, we attempt to measure the fair market value using the same factors that we consider in assessing public securities, while also incorporating a value judgment based upon the illiquid nature of private securities in general. Fundamental analysis attempts to incorporate all of the relevant security-specific attributes and the many macro-driven factors that may affect the security in order to arrive at a solid assessment of the current value of a security.
Fundamental ...
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FORT WASHINGTON Portfolio Concentration
FORT WASHINGTON Location
303 BROADWAY
SUITE 1200
CINCINNATI, Ohio
UNITED STATES, 45202
SUITE 1200
CINCINNATI, Ohio
UNITED STATES, 45202
FORT WASHINGTON Contact Information
Phone Number: 513-361-7600
Fax Number: 513-361-7689
Website: http://www.fortwashington.com/
Fax Number: 513-361-7689
Website: http://www.fortwashington.com/
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