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 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 286% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 286% of the manager's regulatory AUM.
WINDWARD CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WINDWARD CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 15.85% | Tech | 6.53% | -0.42% | 0 | 45% | ||
| CRM | 7.73% | Tech | 7.84% | -0.16% | 0 | 26% | ||
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FEATURED IN
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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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 ...
Get the Full Report
WINDWARD CAPITAL Portfolio Concentration
WINDWARD CAPITAL Location
11111 SANTA MONICA BOULEVARD
SUITE 1200
LOS ANGELES, California
UNITED STATES, 90025
SUITE 1200
LOS ANGELES, California
UNITED STATES, 90025
WINDWARD CAPITAL Contact Information
Phone Number: 310-893-3000
Fax Number: 310-893-3001
Website: http://www.windwardcapital.com
Fax Number: 310-893-3001
Website: http://www.windwardcapital.com
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