GREENWOOD CAPITAL Overview

Greenwood Capital Associates Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 15 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/01 to 09/30/16. The fund's latest filing disclosed 330MM in positions, representing 31% of the manager's regulatory AUM.

GREENWOOD CAPITAL StockAlpha

-2.5%
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

GREENWOOD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EEM 3.55% ETF -6.22% -0.28% 0 13%
GOOGL 2.93% Tech -4.93% -0.08% 0 34%
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FEATURED IN
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GREENWOOD CAPITAL Founders and Key Employees

Name Title In Position Since
James P. Bell President / Chief Compliance Officer July-2006
Walter B. Todd Chief Investment Officer August-2011

GREENWOOD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

GREENWOOD CAPITAL Investment Strategy

Item 8: Methods of Analysis, Investment Strategies & Risk of Investment Loss

A. Methods of Analysis and Investment Strategies

Methods of Analysis

GCA’s methods of analysis include charting analysis, fundamental analysis, technical analysis and cyclical analysis. Investment and Asset Allocation analysis and selection, utilizing these factors, are performed by our Investment Committee.

Charting analysis involves the use of patterns in performance charts. Greenwood Capital uses this technique to search for patterns used to help predict favorable conditions for buying and/or selling a security.

Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.

Technical analysis involves the analysis of past market data; primarily price and volume.




9
Cyclical analysis involves...
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GREENWOOD CAPITAL Portfolio Concentration

GREENWOOD CAPITAL Location

104 MAXWELL AVENUE
GREENWOOD BUILDING, 5TH FLOOR
GREENWOOD, South Carolina
UNITED STATES, 29646

GREENWOOD CAPITAL Contact Information

Phone Number: 864-941-4049
Fax Number: 864-229-1950
Website:

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