IRONWOOD INVESTMENT Overview

Ironwood Investment Management is a hedge fund that manages 832.6 MM dollars in regulatory AUM and has 11 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/05 to 09/30/16. The fund's latest filing disclosed 213MM in positions, representing 26% of the manager's regulatory AUM.

IRONWOOD INVESTMENT StockAlpha

+0.2%
Top 25%
3yr StockAlpha Register for more...

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

IRONWOOD INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 4.89% Energy 0.61% -0.2% 0 29%
MSFT 4.62% Tech 3.56% 0.29% 0 36%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

IRONWOOD INVESTMENT Founders and Key Employees

Name Title In Position Since
Paul W. Alston Managing Partner/Chief Compliance Officer February-2001
Jeffrey E. Shiffra Managing Partner February-2001
Bruce C. Williams Partner February-2003
Matthew J. Carter Partner December-2005

IRONWOOD INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

IRONWOOD INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant shall utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)

The Registrant shall utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Trading (securities sold within thirty (30) days)
 Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)

Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or under...
Unlock Full Investment Process Description

IRONWOOD INVESTMENT Portfolio Concentration

IRONWOOD INVESTMENT Location

14646 N. KIERLAND BLVD
SUITE 135
PHOENIX, Arizona
UNITED STATES, 85254-2762

IRONWOOD INVESTMENT Contact Information

Phone Number: 602-493-4042
Fax Number: 602-493-4045
Website:

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
Path A