WESTOVER CAPITAL Overview

Westover Capital Advisors Llc is an investment advisor that manages 178.2 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 135MM in positions, representing 76% of the manager's regulatory AUM.

WESTOVER CAPITAL StockAlpha

-1.6%
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

WESTOVER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TLT 3.76% ETF -11.94% -0.49% 0 6%
AVGO 3.49% Tech 0% -0.03% 0 16%
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FEATURED IN
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WESTOVER CAPITAL Founders and Key Employees

Name Title In Position Since
H. M. Sawyer Jr. President & Chief Investment Officer January-2000
Harold M. Sawyer Iii Vice President & Chief Compliance Officer July-2008

WESTOVER CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

WESTOVER CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time
to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.


7
Charting. In this type of technical analysis, we review charts of market and security activity in an attempt...
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WESTOVER CAPITAL Portfolio Concentration

WESTOVER CAPITAL Location

1013 CENTRE RD,
SUITE 405
WILMINGTON, Delaware
UNITED STATES, 19805

WESTOVER CAPITAL Contact Information

Phone Number: 302-427-9600
Fax Number: 302-427-8900
Website:

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Disclaimer

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