WELLESLEY INVESTMENT Overview
Wellesley Investment Advisors is an investment advisor that manages 2.4 BN dollars in regulatory AUM and has 32 employees, of which 27 perform investment advisory functions.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
WELLESLEY INVESTMENT StockAlpha
| Top 25% |
0yr StockAlpha
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Fundamental & Technical Factor Exposure
WELLESLEY INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
WELLESLEY INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Greg Miller | Ceo | July-1991 |
| Darlene M. Murphy | President | July-1991 |
| Paul B. Samuels | Treasurer | January-2015 |
| Michael D. Miller | Senior Vice President And Co-Cio | May-2008 |
| Pamela A. Grossetti | Chief Compliance Officer | January-2015 |
| Maureen P. Hernberg | Trustee Of The Darlene M. Murphy Trust - 2011 | November-2014 |
| Samuel S. Johnson | Trustee Of The Michael David Miller Trust - 2011 | November-2015 |
WELLESLEY INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
WELLESLEY INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
WIA deploys absolute return strategies and invests predominantly in convertible bonds and convertible bond and corporate bond mutual funds. WIA uses fundamental analysis and the following sources of information for its investment decisions:
Financial newspapers and magazines
Research materials prepared by others
Corporate rating services
Annual reports, prospectuses and filings with the Securities and Exchange Commission
Company press releases and conference calls
Bond pricing services
Trade monitoring services
Convertible bonds are hybrid securities that have characteristics of both bonds and common stocks. There is risk of loss as they may fall in value. They are subject to risks associated with
6
both debt securities and equity securities. Risks associated with WIA’s investment strategies include...
Unlock Full Investment Process Description
WIA deploys absolute return strategies and invests predominantly in convertible bonds and convertible bond and corporate bond mutual funds. WIA uses fundamental analysis and the following sources of information for its investment decisions:
Financial newspapers and magazines
Research materials prepared by others
Corporate rating services
Annual reports, prospectuses and filings with the Securities and Exchange Commission
Company press releases and conference calls
Bond pricing services
Trade monitoring services
Convertible bonds are hybrid securities that have characteristics of both bonds and common stocks. There is risk of loss as they may fall in value. They are subject to risks associated with
6
both debt securities and equity securities. Risks associated with WIA’s investment strategies include...
Unlock Full Investment Process Description
WELLESLEY INVESTMENT Portfolio Concentration
WELLESLEY INVESTMENT Location
20 WILLIAM STREET
SUITE G5
WELLESLEY, Massachusetts
UNITED STATES, 02481
SUITE G5
WELLESLEY, Massachusetts
UNITED STATES, 02481
WELLESLEY INVESTMENT Contact Information
Phone Number: 781-416-4000
Fax Number: 781-237-6163
Website: null
Fax Number: 781-237-6163
Website: null
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