WESTPORT ASSET Overview

Westport Asset Management Inc is an investment advisor that manages 143.4 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 108MM in positions, representing 76% of the manager's regulatory AUM.

WESTPORT ASSET StockAlpha

-3.5%
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

WESTPORT ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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WESTPORT ASSET Founders and Key Employees

Name Title In Position Since
Andrew J. Knuth Chairman July-1983
Edmund H. Nicklin Executive Vice President September-1997
Terry A. Wettergreen Chief Compliance Officer March-2014

WESTPORT ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Prime Broker Pro

WESTPORT ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

WAMI’s investment process has been in place since the establishment of the firm. Our investment philosophy is a modified form of bottom-up value investing that combines classic value investment with forward-looking business analysis. This approach combines low valuation, a value attribute, with improving earnings and
cash flow, a growth attribute. This variation of value investing may reduce downside risk while offering the
potential for capital appreciation as a stock gains favor among other investors and its price increases. The firm’s investment focus is on companies selling at a substantial discount to their intrinsic value. These companies are often out of favor with Wall Street due to transitory problems. The investment process begins with the identification of change in a company’s products, operations, and management. In small capitalization companies, dynamic change in products, operations, ...
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WESTPORT ASSET Portfolio Concentration

WESTPORT ASSET Location

253 RIVERSIDE AVENUE
WESTPORT, Connecticut
UNITED STATES, 06880

WESTPORT ASSET Contact Information

Phone Number: 203-227-3601
Fax Number: 203-226-6306
Website:

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