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 12/31/11 to 09/30/16. The fund's latest filing disclosed 2MM in positions, representing 0% of the manager's regulatory AUM.

WELLESLEY INVESTMENT StockAlpha

-40.7%
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

WELLESLEY INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SRTY 45.32% ETF -30.1% -14.28% 0 1%
SPXU 37.65% ETF -13.48% -5.61% 0 0%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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




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both debt securities and equity securities. Risks associated with WIA’s investment strategies include...
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WELLESLEY INVESTMENT Portfolio Concentration

WELLESLEY INVESTMENT Location

20 WILLIAM STREET
SUITE G5
WELLESLEY, Massachusetts
UNITED STATES, 02481

WELLESLEY INVESTMENT Contact Information

Phone Number: 781-416-4000
Fax Number: 781-237-6163
Website:

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