OBERMEYER WOOD Overview

Obermeyer Wood Investment Counsel Lllp is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 17 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 61% of the manager's regulatory AUM.

OBERMEYER WOOD StockAlpha

-2.5%
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

OBERMEYER WOOD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CELG 8.8% Health 12.53% 1.72% 0 20%
BKD 5.87% Health -34.73% -1.74% 1 5%
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FEATURED IN
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OBERMEYER WOOD Founders and Key Employees

Name Title In Position Since
Walter R. Obermeyer General Partner, Co-Chairman And President October-2014
John R. Goltermann Limited Partner, Senior Vice President And Chief Compliance Officer October-2014
Roger D. Hennefeld Vice President February-2008
Alexandra F. Phillips Limited Partner And Senior Vice President October-2014
Laurence J. Kandel Vice President February-2008
Wade H. King Vice President January-2012
George F. Wood General Partner And Co-Chairman October-2014
George T. Wood Limited Partner And Vice President October-2014
Lee W. Dines Limited Partner And Senior Vice President October-2014
Joseph S. Chin Limited Partner And Vice President October-2014
Mary A. Elisberg Limited Partner October-2014

OBERMEYER WOOD Brokers, Custodians, Auditors and Administrators

Type Company

OBERMEYER WOOD Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our investment strategy is based on the well-documented observation that long-term investments in carefully selected common stocks (equity) have provided attractive long-term returns which have exceeded general inflation and fixed-income returns. In addition, we will suggest a ratio of equity
investments, fixed income (bonds), and cash that seem appropriate to the client’s individual circumstances and the relative long-term attractiveness of the various asset classes.
We monitor a wide variety of variables including broad economic trends and financial markets worldwide in order to identify both risks, as well as, long-term opportunities. However, economic outcomes and financial market prices are notoriously unpredictable. Thus, our equity investment decisions are based primarily on long-term fundamental company specific considerations, not market timing or economic forecasts.


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Our inves...
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OBERMEYER WOOD Portfolio Concentration

OBERMEYER WOOD Location

501 RIO GRANDE PLACE
SUITE 107
ASPEN, Colorado
UNITED STATES, 81611

OBERMEYER WOOD Contact Information

Phone Number: 970-925-8747
Fax Number: 970-925-8723
Website:

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