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 09/30/16. The fund's latest filing disclosed 138MM in positions, representing 73% of the manager's regulatory AUM.

WEYBOSSET RESEARCH & StockAlpha

-3.2%
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

WEYBOSSET RESEARCH & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CPRT 6.79% Industrials 3.34% -0.31% 0 5%
GD 5.66% Industrials 13.6% 0.27% 0 10%
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FEATURED IN
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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...
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WEYBOSSET RESEARCH & Portfolio Concentration

WEYBOSSET RESEARCH & Location

72 SOUTH MAIN STREET
PROVIDENCE, Rhode Island
UNITED STATES, 02903

WEYBOSSET RESEARCH & Contact Information

Phone Number: 401-421-7171
Fax Number: 401-421-7117
Website:

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