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 09/30/16. The fund's latest filing disclosed 99MM in positions, representing 24% of the manager's regulatory AUM.

GREENWICH INVESTMENT StockAlpha

-7.9%
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

GREENWICH INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
STWD 7.96% Financials 0% -0.96% 0 3%
ARCC 7.55% Financials 3.74% -0.63% 0 5%
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FEATURED IN
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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 ...
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GREENWICH INVESTMENT Portfolio Concentration

GREENWICH INVESTMENT Location

200 FIRST STAMFORD PLACE
2ND FLOOR EAST
STAMFORD, Connecticut
UNITED STATES, 06902

GREENWICH INVESTMENT Contact Information

Phone Number: 203-625-5316
Fax Number: 203-862-4527
Website:

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