Wilen Investment Management Corp. is an investment advisor that manages 240 MM dollars in regulatory AUM and has 5 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 06/30/16. The fund's latest filing disclosed 153MM in positions, representing 64% of the manager's regulatory AUM.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WILEN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UHAL 10.87% Industrials -13.92% -1.69% 0 5%
DLA 10.23% Cons. Disc. -33.88% -3.5% 10 2%
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WILEN INVESTMENT Founders and Key Employees

Name Title In Position Since
James Wilen President July-1984
Ellen R. Wilen Secretary/Treasurer July-1984
James Wilen Chief Compliance Officer January-2005

WILEN INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

WILEN INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

“Investing in securities involves risk of loss that clients should be prepared to bear.”

We are strongly inclined to equity investing because we believe that common stocks provide the best opportunity for increasing wealth and buying power.

We invest in businesses easy to understand, mundane and even boring. This eliminates high-tech, banks and the like, which can be too volatile and risky to suit conservative tastes. We buy only when P/E ratios are low enough to meet our criteria; when balance sheet analysis indicates we are purchasing assets at a discount; when significant free cash flows are not being recognized; or when fundamental changes are taking place within a company that might render it a buy. The disposition of a money-losing subsidiary or acquisition of a complementary business at a favorable price always attracts our interest.

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WILEN INVESTMENT Portfolio Concentration


WILEN INVESTMENT Contact Information

Phone Number: 1-239-676-8281
Fax Number: 410-321-7834



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