WESTWOOD MANAGEMENT Overview
Westwood Management Corp is an investment advisor that manages 644 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/20. The fund's latest filing disclosed 970MM in positions, representing 151% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/20. The fund's latest filing disclosed 970MM in positions, representing 151% of the manager's regulatory AUM.
WESTWOOD MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WESTWOOD MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 10.59% | Cons. Disc. | 13.42% | 0.09% | 0 | 47% | ||
| MSFT | 9.19% | Tech | 2.17% | -0.69% | 0 | 52% | ||
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FEATURED IN
WESTWOOD MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael N. Perlow | President & Chief Compliance Officer | April-1976 |
WESTWOOD MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WESTWOOD MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Firm seeks to invest in high quality, highly liquid, large capitalization stocks. The Firm generally invests in the most financially successful companies within a particular industry. Mr. Perlow conducts his own analysis of potential investments, and the Firm does not have a specific sell or buy/hold discipline. The Firm’s decisions to exit stocks are typically not event-driven, but are based upon finding a better stock to hold. Furthermore, there is no strict allocation among industries, sectors, and/or capitalization. Accordingly, investments within portfolios do not necessarily reflect the total stock market, and performance may differ from the performance of the total stock market.
Mr. Perlow seeks to hold shares in the top firms in relevant industries. He seeks to hold such investments for one year or longer, but may liquidate in a shorter time frame under certain circumstances such as...
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The Firm seeks to invest in high quality, highly liquid, large capitalization stocks. The Firm generally invests in the most financially successful companies within a particular industry. Mr. Perlow conducts his own analysis of potential investments, and the Firm does not have a specific sell or buy/hold discipline. The Firm’s decisions to exit stocks are typically not event-driven, but are based upon finding a better stock to hold. Furthermore, there is no strict allocation among industries, sectors, and/or capitalization. Accordingly, investments within portfolios do not necessarily reflect the total stock market, and performance may differ from the performance of the total stock market.
Mr. Perlow seeks to hold shares in the top firms in relevant industries. He seeks to hold such investments for one year or longer, but may liquidate in a shorter time frame under certain circumstances such as...
Unlock Full Investment Process Description
WESTWOOD MANAGEMENT Portfolio Concentration
WESTWOOD MANAGEMENT Location
208 S LASALLE ST
STE 1698
CHICAGO, Illinois
UNITED STATES, 60604
STE 1698
CHICAGO, Illinois
UNITED STATES, 60604
WESTWOOD MANAGEMENT Contact Information
Phone Number: 312-236-3336
Fax Number: 312-236-9669
Website: http://www.westwood-management.com
Fax Number: 312-236-9669
Website: http://www.westwood-management.com
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