HELLMAN JORDAN Overview
Hellman Jordan Management Co is a hedge fund that manages 826.2 MM dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 71MM in positions, representing 9% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 71MM in positions, representing 9% of the manager's regulatory AUM.
HELLMAN JORDAN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HELLMAN JORDAN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| XLI | 7.81% | ETF | 9.26% | -0.01% | 0 | 6% | ||
| FIVN | 4.83% | Tech | 0.57% | -0.47% | 0 | 12% | ||
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FEATURED IN
HELLMAN JORDAN Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gerald R. Jordan | President | February-2005 |
| Gerald R. Jordan | Chairman | February-2005 |
| Nicholas Gleysteen | Senior Vice President | August-2004 |
| Susan Lynch | Vice President/ Chief Compliance Officer | December-2011 |
HELLMAN JORDAN Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
HELLMAN JORDAN Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Hellman, Jordan Management Co., believes that investing in companies with strong earnings growth provides the greatest opportunity for capital appreciation. The primary investment strategy is to invest in growth equity securities with above average earnings potential. The strategy uses a top-down, bottom-up, investment process to identify 4-6 main growth themes within the markets. This opportunistic, theme based approach is then complemented by using a concentrated collection of approximately 25-50 stock positions to help focus attention and maximize performance. The universe of stocks that the firm follows can vary. The stocks that the firm most often invests in typically fall within the range of the top 700 mid to large cap growth companies. The majority of these names are usually found in either the S&P 500 or Russell 1000 Growth Index. The investment selection and decision process for Hellman, Jordan ca...
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Hellman, Jordan Management Co., believes that investing in companies with strong earnings growth provides the greatest opportunity for capital appreciation. The primary investment strategy is to invest in growth equity securities with above average earnings potential. The strategy uses a top-down, bottom-up, investment process to identify 4-6 main growth themes within the markets. This opportunistic, theme based approach is then complemented by using a concentrated collection of approximately 25-50 stock positions to help focus attention and maximize performance. The universe of stocks that the firm follows can vary. The stocks that the firm most often invests in typically fall within the range of the top 700 mid to large cap growth companies. The majority of these names are usually found in either the S&P 500 or Russell 1000 Growth Index. The investment selection and decision process for Hellman, Jordan ca...
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HELLMAN JORDAN Portfolio Concentration
HELLMAN JORDAN Location
ATTN: SUE LYNCH
125 HIGH STREET SUITE 801
BOSTON, Massachusetts
UNITED STATES, 02110
125 HIGH STREET SUITE 801
BOSTON, Massachusetts
UNITED STATES, 02110
HELLMAN JORDAN Contact Information
Phone Number: (617) 261-9800
Fax Number: (617) 261-9801
Website: http://hellmanjordan.com
Fax Number: (617) 261-9801
Website: http://hellmanjordan.com
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