J.W. CHILDS Overview

J.w. Childs Associates L.p. is an investment advisor that manages 91.7 MM dollars in regulatory AUM and has 6 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/13 to 06/30/16. The fund's latest filing disclosed 456MM in positions, representing 498% of the manager's regulatory AUM.

J.W. CHILDS 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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

J.W. CHILDS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MFRM 100% Cons. Disc. 90.82% 87.57% 52 2%
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J.W. CHILDS Founders and Key Employees

Name Title In Position Since
Jodie E. Urquhart Assistant Treasurer April-2014
Todd Fitzpatrick Chief Compliance Officer April-2014

J.W. CHILDS Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro

J.W. CHILDS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The investment objectives, significant investment strategies and related material risks of the Funds are set forth below. Investments in the Funds are not guaranteed; the instruments in which the Funds invest may lose value. An investment in a Fund involves a risk of loss that an Investor should be prepared to bear.

As discussed in Item 4, J.W. Childs is opportunistic in seeking growth oriented investments and places particular emphasis on consumer products, specialty retail and healthcare companies. These are the sectors in which J.W. Childs’s operating partners (i.e., investment professional of J.W. Childs who have extensive senior executive experience with major U.S. corporations) have particularly applicable experience

J.W. Childs seeks to conduct appropriate due diligence with respect to each potential investment. The objective of the due diligence is to identify attractive investment oppor...
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J.W. CHILDS Portfolio Concentration

J.W. CHILDS Location

1000 WINTER ST., SUITE 4300
WALTHAM, Massachusetts

J.W. CHILDS Contact Information

Phone Number: 617-753-1100
Fax Number: 617-753-1101



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