GREENWICH INVESTMENT Overview
Greenwich Investment Management Inc. is an investment advisor that manages 419.9 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 95MM in positions, representing 23% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 95MM in positions, representing 23% of the manager's regulatory AUM.
GREENWICH INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GREENWICH INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ARES | 9.46% | Financials | 27.38% | 1.86% | 0 | 5% | ||
| ARCC | 8.18% | Financials | 1.52% | -0.31% | 0 | 5% | ||
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FEATURED IN
GREENWICH INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Louis G. Rieger | Chief Compliance Officer And Member Of The Executive Committee | January-2007 |
| Peter L. Courtney | President And Member Of The Executive Committee | January-2014 |
| Heather S. Sevillano | Chief Operating Officer And Member Of The Executive Committee | July-2014 |
GREENWICH INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GREENWICH INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Techniques and Resources for Analysis of GIM Equities
GIM uses fundamental methods of equity analysis frequently described as “Graham & Dodd” analysis. Traditional fundamental analysis emphasizes study of income statements and balance sheets filed with the SEC. Companies often post information about themselves that supplement the SEC filings on their websites. GIM endeavors to interview management and strives to conduct such interviews at companies’ home offices.
GIM uses three databases that are essential to GIM’s analytic process. One is the FactSet Database. The second is the William O’Neil Database. Third is the Bloomberg Database. GIM will use client commission dollars to pay for those databases and if such
8
Greenwich Investment Management, Inc. Form ADV Part 2A
commissions are insufficient, GIM will ...
Unlock Full Investment Process Description
Techniques and Resources for Analysis of GIM Equities
GIM uses fundamental methods of equity analysis frequently described as “Graham & Dodd” analysis. Traditional fundamental analysis emphasizes study of income statements and balance sheets filed with the SEC. Companies often post information about themselves that supplement the SEC filings on their websites. GIM endeavors to interview management and strives to conduct such interviews at companies’ home offices.
GIM uses three databases that are essential to GIM’s analytic process. One is the FactSet Database. The second is the William O’Neil Database. Third is the Bloomberg Database. GIM will use client commission dollars to pay for those databases and if such
8
Greenwich Investment Management, Inc. Form ADV Part 2A
commissions are insufficient, GIM will ...
Unlock Full Investment Process Description
GREENWICH INVESTMENT Portfolio Concentration
GREENWICH INVESTMENT Location
200 FIRST STAMFORD PLACE
2ND FLOOR EAST
STAMFORD, Connecticut
UNITED STATES, 06902
2ND FLOOR EAST
STAMFORD, Connecticut
UNITED STATES, 06902
GREENWICH INVESTMENT Contact Information
Phone Number: 203-625-5316
Fax Number: 203-862-4527
Website: null
Fax Number: 203-862-4527
Website: null
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