WESTEND ADVISORS LLC Overview
Westend Advisors Llc is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 17 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 80% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 80% of the manager's regulatory AUM.
WESTEND ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WESTEND ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VFWSX | 7.52% | ETF | 22.67% | 0.68% | 1 | 4% | ||
| XLK | 6.25% | ETF | 14.52% | -0.16% | 0 | 9% | ||
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FEATURED IN
WESTEND ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert L. Pharr | Managing Member/Chief Investment Officer | October-2004 |
| John D. Black | Managing Member/Chief Operating Officer | October-2004 |
| Michael W. Goldman | Member | January-2005 |
| Frank S. Harkins | Member | January-2005 |
| Edmund N. Durden | Member | December-2006 |
| Frederick O. Porter | Member | January-2011 |
| Jennifer M. Friedland | Chief Compliance Officer | January-2013 |
WESTEND ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WESTEND ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Process Overview
The cornerstone of WestEnd Advisors’ investment philosophy is that the macroeconomic environment is a key driver of financial market returns. WestEnd conducts in-depth analysis of the macroeconomic environment to anticipate areas of strength and weakness in the financial markets and invests accordingly.
WestEnd’s research process begins with the collection of a broad set of publically available macroeconomic data. The investment team determines what economic data is most important given the current economic environment and then examines that data in a broader context to develop WestEnd’s economic and market outlook. WestEnd uses this qualitative process and the firm’s experience analyzing economic trends to build portfolios that capitalize on opportunities in financial markets.
Stock and ETF Selection
In the Large-Cap Core Equity strategy, the investment ...
Get the Full Report
Investment Process Overview
The cornerstone of WestEnd Advisors’ investment philosophy is that the macroeconomic environment is a key driver of financial market returns. WestEnd conducts in-depth analysis of the macroeconomic environment to anticipate areas of strength and weakness in the financial markets and invests accordingly.
WestEnd’s research process begins with the collection of a broad set of publically available macroeconomic data. The investment team determines what economic data is most important given the current economic environment and then examines that data in a broader context to develop WestEnd’s economic and market outlook. WestEnd uses this qualitative process and the firm’s experience analyzing economic trends to build portfolios that capitalize on opportunities in financial markets.
Stock and ETF Selection
In the Large-Cap Core Equity strategy, the investment ...
Get the Full Report
WESTEND ADVISORS LLC Portfolio Concentration
WESTEND ADVISORS LLC Location
4064 COLONY ROAD
SUITE 130
CHARLOTTE, North Carolina
UNITED STATES, 28211
SUITE 130
CHARLOTTE, North Carolina
UNITED STATES, 28211
WESTEND ADVISORS LLC Contact Information
Phone Number: 704-556-9300
Fax Number: 704-554-7759
Website: http://www.westendadvisors.com
Fax Number: 704-554-7759
Website: http://www.westendadvisors.com
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