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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 237% of the manager's regulatory AUM.

GARDNER LEWIS ASSET StockAlpha

-2.2%
Top 25%
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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

GARDNER LEWIS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AVG 7.34% Tech 2.96% 0.31% 2 5%
SAAS 6.87% Telecom 0.07% -0.16% 22 6%
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FEATURED IN
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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.





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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...
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GARDNER LEWIS ASSET Portfolio Concentration

GARDNER LEWIS ASSET Location

285 WILMINGTON WEST CHESTER PIKE
CHADDS FORD, Pennsylvania
UNITED STATES, 19317-9039

GARDNER LEWIS ASSET Contact Information

Phone Number: 610-558-2800
Fax Number: 610-558-4839
Website:

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