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 03/31/20. The fund's latest filing disclosed 104MM in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 104MM in positions, representing 38% of the manager's regulatory AUM.
SELWAY ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SELWAY ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 9.45% | Tech | 43.57% | 1.04% | 0 | 43% | ||
| MSFT | 5.33% | Tech | 31.15% | -0.05% | 0 | 47% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
SELWAY ASSET Portfolio Concentration
SELWAY ASSET Location
877 W. MAIN STREET
SUITE 602
BOISE, Idaho
UNITED STATES, 83702
SUITE 602
BOISE, Idaho
UNITED STATES, 83702
SELWAY ASSET Contact Information
Phone Number: 208-343-7556
Fax Number: 208-343-5639
Website: http://www.selwayinvest.com
Fax Number: 208-343-5639
Website: http://www.selwayinvest.com
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