WALDRON LP Overview

Waldron Lp is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 14 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 276MM in positions, representing 23% of the manager's regulatory AUM.

WALDRON LP StockAlpha

-1.5%
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

WALDRON LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWF 27.75% ETF -0.37% -0.7% 0 8%
IWD 23.66% ETF 4.77% 0.61% 0 7%
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FEATURED IN
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WALDRON LP Founders and Key Employees

Name Title In Position Since
Matthew A. Helfrich Chief Compliance Officer July-2008
John J. Waldron Chief Executive Officer April-2015
Matthew A. Helfrich President April-2015

WALDRON LP Brokers, Custodians, Auditors and Administrators

Type Company

WALDRON LP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)

Registrant’s investment strategies are primarily driven by two components: allocation and behavior. In this context, Registrant’s goal is to construct investment allocations that will achieve client investment objectives after careful consideration of: time horizon, tax status, cash flow, risk aversion, and related concerns. Registrant works with its clients to set strategic asset allocation policies of the six main asset classes: domestic equity, internat...
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WALDRON LP Portfolio Concentration

WALDRON LP Location

1150 OLD POND ROAD
BRIDGEVILLE, Pennsylvania
UNITED STATES, 15017-3455

WALDRON LP Contact Information

Phone Number: 412-221-1005
Fax Number: 412-221-2005
Website:

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