JW ASSET MANAGEMENT Overview

Jw Asset Management Llc is an investment advisor that manages 703.1 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 145MM in positions, representing 21% of the manager's regulatory AUM.

JW ASSET MANAGEMENT StockAlpha

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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

JW ASSET MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EGRX 25.34% Health 6.21% 3.4% 1 2%
AMZN 13.61% Cons. Disc. -11.58% -1.85% 0 32%
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FEATURED IN
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JW ASSET MANAGEMENT Founders and Key Employees

Name Title In Position Since
Jason G. Wild Managing Member January-2003
Jason E. Klarreich Cfo, Chief Compliance Officer January-2006

JW ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

JW ASSET MANAGEMENT Investment Strategy

Item 8-Methods of Analysis, Investment Strategies and Risk



Methods of Analysis

J.W. Asset believes that it can identify value and opportunities without undue risks if informed decision making and skilled management are applied and if they maintain continuous attention to every detail of their investments. As part of its research process, J.W. Asset will analyze many factors including, but not limited to:
 a detailed review of a particular company’s regulatory filings and financial

statements;

 results of face-to-face meetings with a company’s senior management; and

 utilization of the Investment Manager’s proprietary network of industry experts

and contacts in the healthcare industry.



Further, J.W. Asset’s analysis depends on:

 Daily news surveillance and evaluation of all positions

 Frequent management interac...
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JW ASSET MANAGEMENT Portfolio Concentration

JW ASSET MANAGEMENT Location

515 MADISON AVENUE
SUITE 14B
NEW YORK, New York
UNITED STATES, 10022

JW ASSET MANAGEMENT Contact Information

Phone Number: 212-446-5362
Fax Number: 212-207-4674
Website:

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