TRADEWINDS GLOBAL Overview

Tradewinds Global Investors Llc is an investment advisor that manages 4.3 BN dollars in regulatory AUM and has 42 employees, of which 21 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/07 to 09/30/16. The fund's latest filing disclosed 81MM in positions, representing 2% of the manager's regulatory AUM.

TRADEWINDS GLOBAL StockAlpha

-4.9%
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

TRADEWINDS GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AXS 5.1% Financials 15.87% 0.12% 0 6%
SKM 4.27% Telecom -3.67% -0.24% 0 3%
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FEATURED IN
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TRADEWINDS GLOBAL Founders and Key Employees

Name Title In Position Since
Rosa E. Alejos Executive Managing Director, Co-Chief Investment Officer, Portfolio Manager And Equity Analyst March-2012
Andrew J. Thelen Executive Managing Director, Co-Chief Investment Officer, Portfolio Manager And Equity Analyst March-2012
Jeffrey P. Cusack Executive Managing Director, President March-2014
Mary Ann C. Iudice Chief Compliance Officer June-2014

TRADEWINDS GLOBAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

TRADEWINDS GLOBAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

General Description

Tradewinds’ primary investment process consists of a long-term investment approach which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process. This investment discipline seeks to identify potential investments that trade at attractive absolute valuations, offer good downside protection/risk-reward and possess strong franchise quality.

Tradewinds stock selection process is driven by bottom-up fundamental research. The stock selection process is distinguished by deep specialization, fundamental analysis and transparency. Tradewinds’ research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion. Quantitative measures include price-to-earnings, price-to-book value, price to sales, price to net-present value, price-to-free cas...
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TRADEWINDS GLOBAL Portfolio Concentration

TRADEWINDS GLOBAL Location

2049 CENTURY PARK EAST
20TH FLOOR
LOS ANGELES, California
UNITED STATES, 90067-3120

TRADEWINDS GLOBAL Contact Information

Phone Number: 310-552-8900
Fax Number: 310-552-8910
Website:

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