Westport Asset Management

Westport Asset Management

Last Update: 02-11-2015

Number of Stocks: 53
Number of New Stocks: 1

Total Value: $979 Mil
Q/Q Turnover: 1%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Westport Asset Management Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Westport Asset Management's Profile:

The firm's investment philosophy is a modified form of bottom-up value investing that combines classic value investment with forward-looking business analysis. This approach combines low valuation, a value attribute, with improving earnings and cash flow, a growth attribute. This variation of value investing may reduce downside risk while offering the potential for capital appreciation as a stock gains favor among other investors as its price increases.

The firm's investment focus is on companies selling at a substantial discount to their intrinsic value. These companies are often out of favor with Wall Street due to transitory problems.

Principles of the firm include founder Andrew J. Knuth and Managing Director Edmund H. Nicklin, Jr.

Westport Asset Management's Performance:

Average Annual Return of Westport Fund
5 Yrs 10 Yrs Since Inception
14.2% 9.9% 11.1%
» More Profile & Performance

Westport Asset Management's Current Portfolio:

Ticker Shares Value ($1000)
» More Current Portfolio

Westport Asset Management's Sector Weightings:

select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 122 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Technology 23.9% 23.9%
Healthcare 16.2% 16.2%
Financial Services 10.4% 10.4%
Consumer Cyclical 8.5% 8.5%
Energy 5.5% 5.5%
Basic Materials 5.2% 5.2%
Consumer Defensive 4.6% 4.6%
» More Sector Weightings

Westport Asset Management's News:

» More Related News

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