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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 66% of the manager's regulatory AUM.

WESTEND ADVISORS LLC StockAlpha

-4%
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

WESTEND ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ADBE 5.33% Tech -8.32% -0.3% 0 18%
BIIB 5.07% Health -5.51% 0.07% 0 20%
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FEATURED IN
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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 ...
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WESTEND ADVISORS LLC Portfolio Concentration

WESTEND ADVISORS LLC Location

4064 COLONY ROAD
SUITE 130
CHARLOTTE, North Carolina
UNITED STATES, 28211

WESTEND ADVISORS LLC Contact Information

Phone Number: 704-556-9300
Fax Number: 704-554-7759
Website:

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