IRONWOOD INVESTMENT Overview
Ironwood Investment Management Llc is an investment advisor that manages 582.7 MM dollars in regulatory AUM and has 15 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 108MM in positions, representing 19% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 108MM in positions, representing 19% of the manager's regulatory AUM.
IRONWOOD INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
IRONWOOD INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BBSI | 3.19% | Industrials | 30.54% | 0.57% | 3 | 1% | ||
| PEGA | 2.6% | Tech | 33.26% | 0.38% | 0 | 3% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
IRONWOOD INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Warren J. Isabelle | Managing Member | August-1997 |
| Donald Collins | Managing Member | April-2008 |
| Shantelle Reidy | Chief Compliance Officer | June-2014 |
IRONWOOD INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
IRONWOOD INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ........................................................ 2
Item 9 – ...
Unlock Full Investment Process Description
Item 9 – ...
Unlock Full Investment Process Description
IRONWOOD INVESTMENT Portfolio Concentration
IRONWOOD INVESTMENT Location
200 STATE STREET
4TH FL
BOSTON, Massachusetts
UNITED STATES, 02109
4TH FL
BOSTON, Massachusetts
UNITED STATES, 02109
IRONWOOD INVESTMENT Contact Information
Phone Number: 617-757-7600
Fax Number: 617-757-7605
Website: http://www.ironwoodinvestmentmanagement.com
Fax Number: 617-757-7605
Website: http://www.ironwoodinvestmentmanagement.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here