WINDWARD CAPITAL Overview

Windward Capital Management Company is an investment advisor that manages 379.9 MM dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 536MM in positions, representing 141% of the manager's regulatory AUM.

WINDWARD CAPITAL StockAlpha

-4.5%
Top 25%
3yr StockAlpha Register for more...

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

WINDWARD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 8.14% Cons. Disc. -8.36% -1.16% 0 32%
AAPL 6.92% Tech -0.31% -0.1% 0 42%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

WINDWARD CAPITAL Founders and Key Employees

Name Title In Position Since
Robert W. Nichols Chairman January-1996
Stephan R. Pene Chief Compliance Officer, Cfo October-2004
Donald R. Bessler Cio November-2004
Kenneth G. Kilpo Director August-2005

WINDWARD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

WINDWARD CAPITAL Investment Strategy

Item 8 Methods of Analysis, Investment Strategies, and Risk of Loss

As described above, Windward uses a proprietary relative dividend yield analysis to assist in making investment decisions. This method primarily uses fundamental methods of security analysis. Technical analysis and charts are used to supplement fundamental research.

The main sources of information Windward uses include financial newspapers and magazines, inspections of corporate activities, research materials prepared by other firms, corporate rating services, annual reports, prospectuses, and filings with the Securities and Exchange Commission, computer-accessed databases, company press releases and direct interviews with management. The investment strategies used to implement any investment advice given to clients include long- term purchases (securities held at least one year), short-term purchases (securities sold within
one year), and trading securities (securities sold within 30 days), and ...
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WINDWARD CAPITAL Portfolio Concentration

WINDWARD CAPITAL Location

11111 SANTA MONICA BOULEVARD
SUITE 1200
LOS ANGELES, California
UNITED STATES, 90025

WINDWARD CAPITAL Contact Information

Phone Number: 310-893-3000
Fax Number: 310-893-3001
Website:

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