WRIGHT INVESTORS Overview

Wright Investors Service Inc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 37 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 352MM in positions, representing 25% of the manager's regulatory AUM.

WRIGHT INVESTORS StockAlpha

-3.3%
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

WRIGHT INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 5.5% Tech 15.47% 0.35% 0 53%
AAPL 4.85% Tech 6.53% -0.13% 0 45%
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FEATURED IN
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WRIGHT INVESTORS Founders and Key Employees

Name Title In Position Since
Peter M. Donovan Director,Ceo, Cco January-1996
Amit S. Khandwala Director, Co- Cio And Co- President May-2006
Mello A. Vandaalen Director, Co-Cio & Co-President February-2012

WRIGHT INVESTORS Brokers, Custodians, Auditors and Administrators

Type Company

WRIGHT INVESTORS 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.

Wright offers advice on many types of investments, including equity securities of domestic and foreign issuers (both exchange-listed and over-the-counter), warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities and U.S. government securities.

One of Wright’s basic research tools is Worldscope, one of the most extensive databases in the investment industry. Developed by Wright and its affiliates, Worldscope provides detailed financial information on the world’s leading publicly-owned corporations. Wright conducts comprehensive and comparative analyses of this information, which it uses to identify companies of superior investment quality. To supplement its analyses of public company financial data, Wright generates reports and specia...
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WRIGHT INVESTORS Portfolio Concentration

WRIGHT INVESTORS Location

177 WEST PUTNAM AVENUE
GREENWICH, Connecticut
UNITED STATES, 06830-5230

WRIGHT INVESTORS Contact Information

Phone Number: 203-783-4400
Fax Number: 203-783-4401
Website:

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