WAVERTON INVESTMENT Overview

Waverton Investment Management Ltd is an investment advisor that manages 8.5 BN dollars in regulatory AUM and has 117 employees, of which 35 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/05 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 18% of the manager's regulatory AUM.

WAVERTON INVESTMENT StockAlpha

-3.3%
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

WAVERTON INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6.43% Tech -2.99% -0.1% 0 42%
GOOGL 5.7% Tech -3.21% -0.11% 0 34%
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FEATURED IN
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WAVERTON INVESTMENT Founders and Key Employees

Name Title In Position Since
Hugh J. Grootenhuis Chief Executive Officer June-2009
Harish Shah Chief Compliance Officer September-2010
David Welch Chief Financial Officer May-2007
Marc L. Geduldt Chief Operations Officer January-2012
John A. Anderson Director January-1988
Algernon A. Percy Director August-2013
Charles Jillings Director August-2013
David Morgan Director August-2013
Robert B. Williamson Director September-2010
Vivien Gould Director April-2014
Christopher Keljik Director April-2014
Peter J. Troughton Director April-2014

WAVERTON INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

WAVERTON INVESTMENT Investment Strategy

Item 8

Method of Analysis, Investment Strategies and Risk of Loss.



A. Method of Analysis & Investment Strategies

Waverton operates a formal Portfolio Construction Process, for the construction of each of its investment mandates. The key parts of the process are:-

Asset Allocation - An in-house Asset Allocation Committee is responsible for setting target weightings for each major asset class (equities, bonds, alternatives and cash)and their sub asset classes under each investment mandate. There are appropriate controls in place to ensure for the adherence to these target weightings, whereby the portfolio managers will be measured for their dispersion against the targets for major asset classes for all portfolios, not at the sub asset class level. For example the committee may provide a target weighting, within the Alternatives class, for Gold but it is up to the individual portfolio manager to decide whether he wants to take a position (o...
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WAVERTON INVESTMENT Portfolio Concentration

WAVERTON INVESTMENT Location

21 ST JAMES'S SQUARE
LONDON, UNITED KINGDOM, SW1Y 4HB

WAVERTON INVESTMENT Contact Information

Phone Number: 0044 20 7484 7484
Fax Number: 0044 20 7484 7403
Website:

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