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 09/30/21. The fund's latest filing disclosed 332MM in positions, representing 47% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 332MM in positions, representing 47% of the manager's regulatory AUM.
JW ASSET MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JW ASSET MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ESTA | 67.3% | Health | -6.64% | -7.73% | 17 | 2% | ||
| AMZN | 23.92% | Cons. Disc. | 7.31% | -1.02% | 0 | 45% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
JW ASSET MANAGEMENT Portfolio Concentration
JW ASSET MANAGEMENT Location
515 MADISON AVENUE
SUITE 14B
NEW YORK, New York
UNITED STATES, 10022
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: null
Fax Number: 212-207-4674
Website: null
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