GREENWOOD Overview

Greenwood Investments Inc. is a hedge fund that manages 199.5 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 33MM in positions, representing 17% of the manager's regulatory AUM.

GREENWOOD StockAlpha

-13.9%
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

GREENWOOD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRT 21.97% Financials -2.5% -2.33% 158 2%
DLA 21.36% Cons. Disc. 29.95% 6.16% 3 1%
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FEATURED IN
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GREENWOOD Founders and Key Employees

Name Title In Position Since
Steven Tannenbaum Chief Compliance Officer And President Of The General Partner November-1991

GREENWOOD Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

GREENWOOD Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies


Since inception, Greenwood Investments has opportunistically utilized specific strategies to generate returns. The common theme among these is the presence of an event that we believe will change the value of the investment.


Throughout the idea generation and investment process, we focus on companies undergoing significant events whose resolution we believe will compel the market to
recognize the true value of the security. Such situations include:





Firm Brochure –Part 2A of Form ADV 7 February 26, 2014
B3976987.v3
● Companies with strong core business practices undergoing strategic restructurings that we view as poorly understood by the market and therefore cause temporary price deviations;


● Companies which we be...
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GREENWOOD Portfolio Concentration

GREENWOOD Location

800 BOYLSTON ST
SUITE 1450
BOSTON, Massachusetts
UNITED STATES, 02199

GREENWOOD Contact Information

Phone Number: 617-236-4240
Fax Number: 617-507-5847
Website:

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