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 09/30/16. The fund's latest filing disclosed 99MM in positions, representing 12% of the manager's regulatory AUM.

HELLMAN JORDAN StockAlpha

-7.4%
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

HELLMAN JORDAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PCLN 37.26% Cons. Disc. 5.88% -0.06% 0 24%
IEV 8.29% ETF -1.55% -0.54% 0 5%
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FEATURED IN
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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 Portfolio Concentration

HELLMAN JORDAN Location

ATTN: SUE LYNCH
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:

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