MCGOWAN GROUP ASSET Overview
Mcgowan Group Asset Management Inc. is an investment advisor that manages 554.7 MM dollars in regulatory AUM and has 9 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 477MM in positions, representing 86% 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 477MM in positions, representing 86% of the manager's regulatory AUM.
MCGOWAN GROUP ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MCGOWAN GROUP ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AWF | 7.95% | ETF | 19.09% | 0.79% | 11 | 2% | ||
| JGH | 7.65% | ETF | 23.38% | 1.08% | 55 | 2% | ||
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FEATURED IN
MCGOWAN GROUP ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Spencer D. Mcgowan | President And Chief Operating Officer | June-2010 |
| Ismael L. Sanchez | Chief Compliance Officer | June-2014 |
MCGOWAN GROUP ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MCGOWAN GROUP ASSET Investment Strategy
Item 8: Methods of Analysis Investment Strategies & Risk of Loss
A. Description of the methods of analysis and investment strategies we use in formulating investment advice or managing assets.
Methods of Analysis:
• Charting;
• Fundamental;
• Technical;
• Cyclical.
Investment Strategies We Use:
• Long Term Purchases (Securities Held At Least a Year);
• Short Term Purchases (Securities Sold Within a Year);
• Trading (Securities Sold Within 30 Days);
• Short Sales;
• Margin Transactions;
• Option Writing, Including Covered Options, Uncovered Options or Spreading Strategies.
Model Investment Portfolios We Use:
Below are brief descriptions of model investment portfolios offered by MGAM. These descriptions are meant to inform clients of the current types of portfolios we offer, but the information is subject to change, without notice, upon the decision of ...
Unlock Full Investment Process Description
A. Description of the methods of analysis and investment strategies we use in formulating investment advice or managing assets.
Methods of Analysis:
• Charting;
• Fundamental;
• Technical;
• Cyclical.
Investment Strategies We Use:
• Long Term Purchases (Securities Held At Least a Year);
• Short Term Purchases (Securities Sold Within a Year);
• Trading (Securities Sold Within 30 Days);
• Short Sales;
• Margin Transactions;
• Option Writing, Including Covered Options, Uncovered Options or Spreading Strategies.
Model Investment Portfolios We Use:
Below are brief descriptions of model investment portfolios offered by MGAM. These descriptions are meant to inform clients of the current types of portfolios we offer, but the information is subject to change, without notice, upon the decision of ...
Unlock Full Investment Process Description
MCGOWAN GROUP ASSET Portfolio Concentration
MCGOWAN GROUP ASSET Location
200 CRESCENT COURT
#657
DALLAS, Texas
UNITED STATES, 75201
#657
DALLAS, Texas
UNITED STATES, 75201
MCGOWAN GROUP ASSET Contact Information
Phone Number: 214-720-4400
Fax Number: 214-720-4420
Website: null
Fax Number: 214-720-4420
Website: null
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