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 09/30/16. The fund's latest filing disclosed 114MM in positions, representing 65% of the manager's regulatory AUM.

MORGENS WATERFALL StockAlpha

-9.8%
Top 25%
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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

MORGENS WATERFALL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 5.83% Cons. Disc. -8.67% -0.71% 0 32%
ATVI 5.58% Tech -17.16% -0.9% 0 17%
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FEATURED IN
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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...
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MORGENS WATERFALL Portfolio Concentration

MORGENS WATERFALL Location

600 FIFTH AVENUE, 27TH FLOOR
NEW YORK, New York
UNITED STATES, 10020

MORGENS WATERFALL Contact Information

Phone Number: 212-218-4100
Fax Number: 212-218-4130
Website:

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