HILLSWICK ASSET Overview
Hillswick Asset Management Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 03/31/19. The fund's latest filing disclosed 150MM in positions, representing 11% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 03/31/19. The fund's latest filing disclosed 150MM in positions, representing 11% of the manager's regulatory AUM.
HILLSWICK ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HILLSWICK ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
|
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FEATURED IN
HILLSWICK ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Radha Lai | Cao & Fixed Income Portfolio Manager | July-2004 |
| Mark C. Mcdonnell | President & Chief Operating Officer | July-2004 |
| Sven A. Ekernas | Chairman, Managing Member & Chief Investment Officer | July-2004 |
| Jan E. Warneryd | Sr. Portfolio Manager | January-2009 |
| Katarzyna Mienko | Chief Compliance Officer | January-2010 |
HILLSWICK ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
HILLSWICK ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss Link to TOC
METHODS OF ANALYSIS AND INVESTMENT STRATEGIES
As mentioned in Item 4, we provide the following investment strategies:
- Fixed Income products:
o Short Duration
o Intermediate Duration
o Core Duration
o Long Duration
- Equity product:
o S&P 500 Sector Selection
- Balanced product:
o U.S. Strategic Balanced (a tactical asset weighted blend of investments from our Core Fixed
Income and Equity strategies)
In doing so, we may invest, within the limitations of client’s investment guidelines, in a wide range of securities and other financial instruments, including, but not limited to:
- United States Government and Agency securities
- Mortgage-backed securities
- Corporate Debt securities
- Certificates of deposit
- Mutual Fund shares
- Exc...
Get the Full Report
METHODS OF ANALYSIS AND INVESTMENT STRATEGIES
As mentioned in Item 4, we provide the following investment strategies:
- Fixed Income products:
o Short Duration
o Intermediate Duration
o Core Duration
o Long Duration
- Equity product:
o S&P 500 Sector Selection
- Balanced product:
o U.S. Strategic Balanced (a tactical asset weighted blend of investments from our Core Fixed
Income and Equity strategies)
In doing so, we may invest, within the limitations of client’s investment guidelines, in a wide range of securities and other financial instruments, including, but not limited to:
- United States Government and Agency securities
- Mortgage-backed securities
- Corporate Debt securities
- Certificates of deposit
- Mutual Fund shares
- Exc...
Get the Full Report
HILLSWICK ASSET Portfolio Concentration
HILLSWICK ASSET Location
600 SUMMER STREET
SUITE 203
STAMFORD, Connecticut
UNITED STATES, 06901
SUITE 203
STAMFORD, Connecticut
UNITED STATES, 06901
HILLSWICK ASSET Contact Information
Phone Number: 203-425-1420
Fax Number: 203-425-1432
Website: https://www.hillswickasset.com/
Fax Number: 203-425-1432
Website: https://www.hillswickasset.com/
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