WALL STREET Overview

Wall Street Associates is a hedge fund that manages 1.1 BN dollars in regulatory AUM and has 11 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 293MM in positions, representing 27% of the manager's regulatory AUM.

WALL STREET StockAlpha

-10.2%
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

WALL STREET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EVH 1.73% Tech -30.75% -0.54% 0 1%
AERI 1.65% Health 4.53% 0.23% 0 5%
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FEATURED IN
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Wall Street Journal Logo
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WALL STREET Founders and Key Employees

Name Title In Position Since
Ted C. Smith Principal, Chief Operating Officer & Chief Compliance Officer January-2014
Paul J. Ariano Principal And Portfolio Manager And Cio Committee Member January-2014
Paul K. Lecoq Principal And Portfolio Manager And Cio Committee Member January-2014
Lucas A. Jacobson Principal And Portfolio Manager And Cio Committee Member January-2014
Alexis C. Waadt Principal And Portfolio Manager January-2014
William Gastil Principal And Head Of Trading January-2014
Kimberly Taylor-Ariano Principal, Client Services January-2014
Rob R. Knowles Principal, Director Of Marketing January-2014

WALL STREET Brokers, Custodians, Auditors and Administrators

Type Company

WALL STREET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies
WSA utilizes various methods of analysis in formulating its investment management decisions. WSA’s investment process is driven foremost by fundamental, bottom-up stock selection, with portfolio risk managed through active, benchmark-aware portfolio construction and risk
monitoring. We focus our investment research on the strategic and financial aspects of a firm –
solid fundamentals, effective management and strong growth prospects.

WSA’s investment team includes portfolio managers who specialize in research and analysis of certain sector and industries. These individuals come together as a team to manage our Micro Cap Growth, Institutional Small Growth, Small-Mid Cap Growth and Mid Cap Growth portfolios while fulfilling the same sector/industry role across each product. This structure provides a continuously unfolding ...
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WALL STREET Portfolio Concentration

WALL STREET Location

1200 PROSPECT STREET
SUITE 100
LA JOLLA, California
UNITED STATES, 92037

WALL STREET Contact Information

Phone Number: 858-551-2100
Fax Number: 858-551-2120
Website:

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