WHV INVESTMENTS INC. Overview

Whv Investments Inc. is an investment advisor that manages 8.4 BN dollars in regulatory AUM and has 56 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 03/31/16. The fund's latest filing disclosed 187MM in positions, representing 2% of the manager's regulatory AUM.

WHV INVESTMENTS INC. StockAlpha

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Fundamental & Technical Factor Exposure

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WHV INVESTMENTS INC. 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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WHV INVESTMENTS INC. Founders and Key Employees

Name Title In Position Since
Jeffery S. Vincent Director July-2003
Theodore H. Smythe Chairman April-2009
Andrew L. Turner Chief Executive Officer/ President/ Director January-2013
Heather L. Hall Chief Financial Officer November-2012
Kenneth E. Piper Chief Operational Officer November-2012
Lawrence S. Hing Chief Compliance Officer August-2013
H P. Reynolds Director April-2013
Timothy J. Carver Director April-2013

WHV INVESTMENTS INC. Brokers, Custodians, Auditors and Administrators

Type Company

WHV INVESTMENTS INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The particular methods for selecting investments vary by the strategy, and we describe our general investment philosophy below. Our investment strategies are:

1. Global Equity
2. International Equity
3. Small Cap Equity
4. Small Cap Value Equity
5. International Small Cap Equity
6. Emerging Markets Small Cap Equity
7. Tactical Long/Short Credit


We believe that clients can benefit from a focused, consistent and repeatable approach to investment management across all asset classes. Our philosophy is simple but effective: build high conviction portfolios from our best ideas and make investment decisions based on a long-term horizon that support the goals of each client.

Our international and global equity strategies utilize a growth oriented, top-down sector allocation approach.

We employ a Growth at a Reasonable Price (GARP) approach to our...
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WHV INVESTMENTS INC. Portfolio Concentration

WHV INVESTMENTS INC. Location

301 BATTERY STREET
SUITE 400
SAN FRANCISCO, California
UNITED STATES, 94111-3203

WHV INVESTMENTS INC. Contact Information

Phone Number: 415-981-6911
Fax Number: 415-288-6153
Website:

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