GARDNER LEWIS ASSET Overview
Gardner Lewis Asset Management L P is an investment advisor that manages 520.7 MM dollars in regulatory AUM and has 16 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 667MM in positions, representing 128% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 667MM in positions, representing 128% of the manager's regulatory AUM.
GARDNER LEWIS ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GARDNER LEWIS ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CELG | 7.88% | Health | 9% | -0.68% | 0 | 25% | ||
| MDSO | 7.16% | Health | 0.79% | -1.19% | 1 | 5% | ||
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FEATURED IN
GARDNER LEWIS ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William W. Gardner | Limited Partner | September-1994 |
| Leonard M. Sorgini | Chief Compliance Officer | October-2013 |
GARDNER LEWIS ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
GARDNER LEWIS ASSET Investment Strategy
ITEM 8: METHOD OF ANALYSIS, INVESTMENT STRATEGIES AND Risk of Loss
Method of Analysis
Gardner Lewis invests in three primary areas: growth equities, hedged equity, and other alternative
investments. While each of these has their own unique attributes, all share a common research oriented, bottom-up approach.
- 6 -
Growth equity and hedged equity investment ideas are generated in-house by our research analysts. Bottom-up fundamental research is the basis of our stock selection process utilizing direct contact with company management and industry leaders to gain insight into companies. Our investment ideas develop from these contacts. We strive to identify businesses whose fundamentals and earnings growth are not fully reflected in a company’s stock price. Focus is placed on:
- growth rate,
- historic record,
- management expertise,
- financial strength,
- and current valuation.
An analys...
Unlock Full Investment Process Description
Method of Analysis
Gardner Lewis invests in three primary areas: growth equities, hedged equity, and other alternative
investments. While each of these has their own unique attributes, all share a common research oriented, bottom-up approach.
- 6 -
Growth equity and hedged equity investment ideas are generated in-house by our research analysts. Bottom-up fundamental research is the basis of our stock selection process utilizing direct contact with company management and industry leaders to gain insight into companies. Our investment ideas develop from these contacts. We strive to identify businesses whose fundamentals and earnings growth are not fully reflected in a company’s stock price. Focus is placed on:
- growth rate,
- historic record,
- management expertise,
- financial strength,
- and current valuation.
An analys...
Unlock Full Investment Process Description
GARDNER LEWIS ASSET Portfolio Concentration
GARDNER LEWIS ASSET Location
285 WILMINGTON WEST CHESTER PIKE
CHADDS FORD, Pennsylvania
UNITED STATES, 19317-9039
CHADDS FORD, Pennsylvania
UNITED STATES, 19317-9039
GARDNER LEWIS ASSET Contact Information
Phone Number: 610-558-2800
Fax Number: 610-558-4839
Website: http://www.gardnerlewis.com
Fax Number: 610-558-4839
Website: http://www.gardnerlewis.com
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