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 12/31/16. The fund's latest filing disclosed 151MM in positions, representing 14% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/16. The fund's latest filing disclosed 151MM in positions, representing 14% of the manager's regulatory AUM.
WALL STREET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WALL STREET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
WALL STREET Portfolio Concentration
WALL STREET Location
1200 PROSPECT STREET
SUITE 100
LA JOLLA, California
UNITED STATES, 92037
SUITE 100
LA JOLLA, California
UNITED STATES, 92037
WALL STREET Contact Information
Phone Number: 858-551-2100
Fax Number: 858-551-2120
Website: http://www.wsalj.com
Fax Number: 858-551-2120
Website: http://www.wsalj.com
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