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 09/30/16. The fund's latest filing disclosed 117MM in positions, representing 9% of the manager's regulatory AUM.

HILLSWICK ASSET StockAlpha

+0.5%
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

HILLSWICK ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLK 23.5% ETF -2.28% -0.92% 0 8%
XLV 19.71% ETF -5.13% -1.32% 0 8%
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FEATURED IN
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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...
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HILLSWICK ASSET Portfolio Concentration

HILLSWICK ASSET Location

600 SUMMER STREET
SUITE 203
STAMFORD, Connecticut
UNITED STATES, 06901

HILLSWICK ASSET Contact Information

Phone Number: 203-425-1420
Fax Number: 203-425-1432
Website:

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