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 06/30/20. The fund's latest filing disclosed 1BN in positions, representing 24% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/20. The fund's latest filing disclosed 1BN in positions, representing 24% of the manager's regulatory AUM.
WADE G W & INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WADE G W & INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| USMV | 6% | ETF | 4.32% | -0.12% | 0 | 5% | ||
| DLN | 5.42% | ETF | 3.44% | -0.2% | 6 | 1% | ||
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FEATURED IN
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 |
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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.
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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 – ...
Unlock Full Investment Process Description
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.
17
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 – ...
Unlock Full Investment Process Description
WADE G W & INC Portfolio Concentration
WADE G W & INC Location
93 WORCESTER STREET
WELLESLEY, Massachusetts
UNITED STATES, 02481
WELLESLEY, Massachusetts
UNITED STATES, 02481
WADE G W & INC Contact Information
Phone Number: (781) 239-1188
Fax Number: (781) 239-1070
Website: http://www.gwwade.com
Fax Number: (781) 239-1070
Website: http://www.gwwade.com
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