WINDHAVEN INVESTMENT Overview

Windhaven Investment Management Inc. is an investment advisor that manages 16.2 BN dollars in regulatory AUM and has 57 employees, of which 26 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 10BN in positions, representing 62% of the manager's regulatory AUM.

WINDHAVEN INVESTMENT StockAlpha

-5.5%
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

WINDHAVEN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IAU 9.98% ETF -10.8% -1.12% 10 7%
VIG 8.67% ETF 0.92% -0.05% 15 6%
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FEATURED IN
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WINDHAVEN INVESTMENT Founders and Key Employees

Name Title In Position Since
Bryan L. Olson President And Ceo August-2010
William F. Quinn Svp And Treasurer August-2010
Michael E. Gillespie Chief Compliance Officer March-2012
Rhett C. Bratt Vice President And Cfo May-2012
Liz Ann Sonders Svp And Chair Of Investment Committee June-2014
Alyssa Duffy Director - Legal Counsel July-2013

WINDHAVEN INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

WINDHAVEN INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
The Windhaven strategies seek capital appreciation over full market cycles while generally maintaining global diversification. Each strategy seeks to achieve its investment objective by investing in a wide variety of asset classes that may include U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Each strategy is dynamically managed, striving to take advantage of global capital market opportunities while focusing on downside risk management by changing allocations in response to the firm’s views and market conditions.

To construct the strategies, Windhaven employs a proprietary mathematical model combined with a disciplined review process to guide investment decisions and manage risk.

Windhaven receives a broad range of research from a wide variety of sources that includes but is not limited to the following independent research providers, investment banks,...
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WINDHAVEN INVESTMENT Portfolio Concentration

WINDHAVEN INVESTMENT Location

ONE INTERNATIONAL PLACE
33RD FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

WINDHAVEN INVESTMENT Contact Information

Phone Number: 617-960-5300
Fax Number: 800-977-8302
Website:

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