WEYBOSSET RESEARCH & Overview
Weybosset Research & Management Llc is an investment advisor that manages 189.6 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 06/30/17. The fund's latest filing disclosed 155MM in positions, representing 82% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 06/30/17. The fund's latest filing disclosed 155MM in positions, representing 82% of the manager's regulatory AUM.
WEYBOSSET RESEARCH & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEYBOSSET RESEARCH & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CPRT | 6.34% | Industrials | 1.38% | 0.05% | 0 | 5% | ||
| AGM | 6.18% | Financials | 3.26% | 0.11% | 2 | 2% | ||
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FEATURED IN
WEYBOSSET RESEARCH & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Fla Lewis | Member/Chief Compliance Officer | January-2000 |
WEYBOSSET RESEARCH & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WEYBOSSET RESEARCH & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
At WRM, portfolio management is the result of investment experience gathered over many years of analyzing market cycles, security markets and understanding of the needs and attitude toward risk of clients. We are long-term fundamental investors. We seek to deliver the best possible returns consistent with the least possible risk over the long haul. Our objective is to construct a portfolio to meet each individual’s goals and needs.
The investment process most important to WRM is research – fundamental, quantitative and technical. We use an array of material from global research institutions to supplement our in- house economic and market outlooks. We are in contact with company managements and analysts to gather information.
Most of our activities are in the stock market. We are fundamental investors in that we begin with the following premise: When you buy a common stock, you...
Unlock Full Investment Process Description
At WRM, portfolio management is the result of investment experience gathered over many years of analyzing market cycles, security markets and understanding of the needs and attitude toward risk of clients. We are long-term fundamental investors. We seek to deliver the best possible returns consistent with the least possible risk over the long haul. Our objective is to construct a portfolio to meet each individual’s goals and needs.
The investment process most important to WRM is research – fundamental, quantitative and technical. We use an array of material from global research institutions to supplement our in- house economic and market outlooks. We are in contact with company managements and analysts to gather information.
Most of our activities are in the stock market. We are fundamental investors in that we begin with the following premise: When you buy a common stock, you...
Unlock Full Investment Process Description
WEYBOSSET RESEARCH & Portfolio Concentration
WEYBOSSET RESEARCH & Location
72 SOUTH MAIN STREET
PROVIDENCE, Rhode Island
UNITED STATES, 02903
PROVIDENCE, Rhode Island
UNITED STATES, 02903
WEYBOSSET RESEARCH & Contact Information
Phone Number: 401-421-7171
Fax Number: 401-421-7117
Website: http://weybosset.com
Fax Number: 401-421-7117
Website: http://weybosset.com
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