HARTWELL J M LIMITED Overview

Hartwell J M Limited Partnership is an investment advisor that manages 488.7 MM dollars in regulatory AUM and has 10 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/01 to 09/30/16. The fund's latest filing disclosed 405MM in positions, representing 83% of the manager's regulatory AUM.

HARTWELL J M LIMITED StockAlpha

-10.4%
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

HARTWELL J M LIMITED Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MIICF 12.81% Telecom -20.69% -2.9% 87 0%
PCLN 9.22% Cons. Disc. 1.92% -0.12% 0 24%
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HARTWELL J M LIMITED Founders and Key Employees

Name Title In Position Since
William C. Miller Principal May-1994
Jordan S. Press Principal & Chief Compliance Officer January-2004
William D. Jones Principal January-2004

HARTWELL J M LIMITED Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

HARTWELL J M LIMITED Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss

Strategy Overview and Related Risks

As noted in Item 4, Hartwell is a discretionary investment management firm concentrating primarily on growth stock investments with the investment objective of capital appreciation. Our investment strategies include: Growth Equity; International Growth; Concentrated Growth; Conservative Growth and All Cap Growth. The following strategies are only offered from SMA and UMA platforms of brokerage firms: Small Cap Growth; Large Cap Growth; and All Cap Growth. Each of our investment strategies is managed by a portfolio manager or group of portfolio managers in a manner consistent with our approach to investing.

Growth Equity

The objective of the growth equity strategy is to maximize long-term total return over time by holding a portfolio of, in our view, industry leading medium and large capitalization companies which are believed to possess sign...
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HARTWELL J M LIMITED Portfolio Concentration

HARTWELL J M LIMITED Location

515 MADISON AVE
NEW YORK, New York
UNITED STATES, 10022

HARTWELL J M LIMITED Contact Information

Phone Number: 212-308-3355
Fax Number: 212-980-0376
Website:

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