MORGENS WATERFALL Overview
Morgens Waterfall is a hedge fund that manages 174.4 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 122MM in positions, representing 70% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 122MM in positions, representing 70% of the manager's regulatory AUM.
MORGENS WATERFALL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MORGENS WATERFALL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NVDA | 8.44% | Tech | 34.93% | 1.9% | 0 | 27% | ||
| ASML | 8.17% | Tech | 4.64% | -0.46% | 0 | 16% | ||
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FEATURED IN
MORGENS WATERFALL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edwin H. Morgens | Chairman /Director | April-1975 |
| Michele N. Manfredi | Cfo/Chief Compliance Officer | November-2002 |
| Michele L. Whalen | Chief Investment Officer | January-2009 |
| Polyvios C. Vintiadis | Director | September-2003 |
MORGENS WATERFALL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
MORGENS WATERFALL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis and Investment Strategies.
The descriptions set forth in this Brochure of specific advisory services that MWV offers to clients, and investment strategies pursued and investments made by MWV on behalf of its clients, should not be understood to limit in any way MWV's investment activities. MWV may offer any advisory services, engage in any investment strategy and make any investment, including any not described in this Brochure, that MWV considers appropriate, subject to each client's investment objectives and guidelines. The investment strategies MWV pursues are speculative and entail substantial risks. Clients should be prepared to bear a substantial loss of capital. There can be no assurance that the investment objectives of any client will be achieved.
MWV uses certain proprietary based computer valuation and discounted cash flow models with a focus on return on inve...
Get the Full Report
A. Methods of Analysis and Investment Strategies.
The descriptions set forth in this Brochure of specific advisory services that MWV offers to clients, and investment strategies pursued and investments made by MWV on behalf of its clients, should not be understood to limit in any way MWV's investment activities. MWV may offer any advisory services, engage in any investment strategy and make any investment, including any not described in this Brochure, that MWV considers appropriate, subject to each client's investment objectives and guidelines. The investment strategies MWV pursues are speculative and entail substantial risks. Clients should be prepared to bear a substantial loss of capital. There can be no assurance that the investment objectives of any client will be achieved.
MWV uses certain proprietary based computer valuation and discounted cash flow models with a focus on return on inve...
Get the Full Report
MORGENS WATERFALL Portfolio Concentration
MORGENS WATERFALL Location
600 FIFTH AVENUE, 27TH FLOOR
NEW YORK, New York
UNITED STATES, 10020
NEW YORK, New York
UNITED STATES, 10020
MORGENS WATERFALL Contact Information
Phone Number: 212-218-4100
Fax Number: 212-218-4130
Website: null
Fax Number: 212-218-4130
Website: null
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