WADE G W & INC Overview

Wade G W & Inc is an investment advisor that manages 5.1 BN dollars in regulatory AUM and has 66 employees, of which 42 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 583MM in positions, representing 12% of the manager's regulatory AUM.

WADE G W & INC StockAlpha

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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WADE G W & INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 13.27% Energy -6.81% -1.27% 0 35%
IWF 3.64% ETF 3.45% 0.03% 0 8%
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WADE G W & INC Founders and Key Employees

Name Title In Position Since
Timothy Pinch Principal/Counselor June-1987
Roger W. Wade Principal/Counselor May-1986
Philip P. Jameson Principal/Counselor January-2000
Robert F. Bodio Principal/Counselor December-2005
Gerald A. Polcari Principal/Counselor December-2005
Neil L. Goldberg Principal September-2007
Eric H. Rosenberg Principal/Counselor December-2010
Darren M. Norton Principal/Counselor December-2010
David L. Brodsky Principal/Counselor December-2010
Robert J. Emens Principal/Counselor December-2010
John S. Murray Principal/Counselor December-2010
Gene E. Sinclair Principal December-2010
Beth Lehman Chief Compliance Officer And General Counsel January-2013

WADE G W & INC Brokers, Custodians, Auditors and Administrators

Type Company

WADE G W & INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

GW & Wade has an Investment Committee that includes principals and employees of the firm. The Committee is chaired by one of the firm’s Principals. The Committee meets at least quarterly to discuss existing and prospective mutual fund and ETF investments, with research being conducted between meetings.


Methods of Analysis

For mutual funds and ETFs, GW & Wade’s analysis generally includes a review of:

・ Absolute fund returns over various time periods versus an appropriate benchmark;

・ Returns relative to mutual fund asset class over various time periods;

・ Volatility of the fund over time as measured by standard deviation;

・ Fund manager outperformance as measured by standard deviation;

・ Fund manager outperformance as measured by such metrics as Sharpe ratio and alpha;

・ “Down market” performance – ...
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WADE G W & INC Portfolio Concentration

WADE G W & INC Location

WELLESLEY, Massachusetts

WADE G W & INC Contact Information

Phone Number: (781) 239-1188
Fax Number: (781) 239-1070



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