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 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 94% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 94% of the manager's regulatory AUM.
OBERMEYER WOOD StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OBERMEYER WOOD Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GOOG | 3.96% | Tech | 31.52% | 0.68% | 0 | 0% | ||
| MSFT | 3.76% | Tech | 21.8% | 0.2% | 0 | 0% | ||
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FEATURED IN
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.
5
Our inves...
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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.
5
Our inves...
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OBERMEYER WOOD Portfolio Concentration
OBERMEYER WOOD Location
501 RIO GRANDE PLACE
SUITE 107
ASPEN, Colorado
UNITED STATES, 81611
SUITE 107
ASPEN, Colorado
UNITED STATES, 81611
OBERMEYER WOOD Contact Information
Phone Number: 970-925-8747
Fax Number: 970-925-8723
Website: http://www.obermeyerwood.com
Fax Number: 970-925-8723
Website: http://www.obermeyerwood.com
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