WEATHERBIE M A & CO INC Overview

Weatherbie M A & Co Inc is a hedge fund that manages 1.1 BN dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 793MM in positions, representing 71% of the manager's regulatory AUM.

WEATHERBIE M A & CO INC StockAlpha

-5.6%
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

WEATHERBIE M A & CO INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GTT 4.4% Utilities 14.11% 0.67% 6 1%
FSV 4.14% Financials -2.89% -0.67% 17 1%
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FEATURED IN
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WEATHERBIE M A & CO INC Founders and Key Employees

Name Title In Position Since
Matthew A. Weatherbie President November-1995
Mildred M. Mallen Principal, Chief Compliance Officer August-2004
Joshua D. Bennett Principal July-2007
Daniel J. Brazeau Principal July-2007
Haiyan G. Dai Senior Managing Director March-2012
Matthew Galletta Principal July-2007
Carla M. Mora Principal July-2007
Alan C. Kirby Principal June-2010
Edward M. Minn Principal December-2013
Mark C. Militello Managing Director July-2007

WEATHERBIE M A & CO INC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

WEATHERBIE M A & CO INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
(for all of the Adviser’s strategies)


We seek long term growth of capital through emphasis on bottom-up stock-picking based on thorough fundamental research of portfolio candidates. We utilize a disciplined approach to stock valuation that tries to ensure companies owned have strong earnings growth but also are sound stock market values. We are only interested in considering for investment smaller companies of high growth and high quality. We believe the companies we invest in are among the best growth companies in America. We have developed a substantial base of knowledge on these companies and maintain active files on the majority of them. We have known and met
with the managements of many of these companies over the years and have an extensive network of business contacts throughout the country. This universe is updated quarterly. This universe is constantly changing. Some successful smaller-si...
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WEATHERBIE M A & CO INC Portfolio Concentration

WEATHERBIE M A & CO INC Location

265 FRANKLIN STREET
16TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

WEATHERBIE M A & CO INC Contact Information

Phone Number: 617-951-2550
Fax Number: 617-951-2531
Website:

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