SELWAY ASSET Overview

Selway Asset Management is an investment advisor that manages 272.1 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 161MM in positions, representing 59% of the manager's regulatory AUM.

SELWAY ASSET StockAlpha

-3.9%
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

SELWAY ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FDX 4.52% Industrials 12.78% 0.12% 0 13%
AAPL 3.76% Tech 1.31% -0.03% 0 42%
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FEATURED IN
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SELWAY ASSET Founders and Key Employees

Name Title In Position Since
Mark R. Matsko President/Ceo September-2000
Scott C. Brassey Vice-President November-2002
Jill S. Wilson Chief Compliance Officer October-2004
Danielle M. Bugni Trading Manager March-2003
Justin Yochum Vice President March-2012

SELWAY ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro

SELWAY ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Equities

We take a bottom-up approach to our security selection that involves a blend of fundamental and technical analysis. Typically, we invest in U.S. exchange-traded companies with a market capitalization over $2 billion that have been consistently profitable over the last five to eight years.

We set criteria based on various valuation metrics. At times we may be looking for a stock within a specific industry we feel is poised to out-perform with attractive fundamentals. Potential investments are compared within their industry, and companies we judge to have the best risk/reward profile are chosen for investment.

One way our firm manages the risk of investing in equities is through the use of call options. A call option is a contract that gives the buyer of the call the right to buy the underlying shares from the seller at pre-specified price (the strike) on, or before, a pre-specified...
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SELWAY ASSET Portfolio Concentration

SELWAY ASSET Location

877 W. MAIN STREET
SUITE 602
BOISE, Idaho
UNITED STATES, 83702

SELWAY ASSET Contact Information

Phone Number: 208-343-7556
Fax Number: 208-343-5639
Website:

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