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Westport Asset Management

Westport Asset Management

Westport Asset Management
Last Update: 2013-05-13

Number of Stocks: 69
Number of New Stocks: 3

Total Value: $1,059 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Westport Asset Management Watch

  • Westport Funds Quarterly Letter

    by Holly LaFon - Feb 04, 2013
    January 22, 2013

    Dear Fellow Shareholder:  Continue Reading »


  • Westport Asset Management Makes Two Sells in Q3 Portfolio Update

    by Dianne Tordillo - Nov 08, 2012
    Westport Asset Management - Westport Asset Management Makes Two Sells In Q3 Portfolio Update Milwaukee-based Westport Asset Management reported its portfolio updates for the third quarter that ended Sept. 30, a short list containing only one reduction and one complete sell of all its shares of one company, in addition to three increases in current shareholdings and one new holding – six transactions in total.

    The two companies in which Westport sold its shares are Fossil Inc. (FOSL) and General Communication Inc. (GNCMA). Both companies are ranked 4.5 out of 5 stars in Business Predictability on GuruFocus, as well as ranked 9 out of 10 in Profitability and Growth.  Continue Reading »


  • Westport Asset Management and their top stocks : PCP, UHS, DV, WSH, BIG

    by Henry Tan - May 30, 2011
    Westport Asset Management is an investment management firm located in Westport, Connecticut. Founded in 1983, the firm specializes in investing in small to mid sized capitalization companies. The fund is led by Andrew Knuth and Edmund Nicklin, career security analysts, and both holders of the CFA charter. The Westport Asset Management team primarily utilizes two funds, the Westport Fund (WPFRX), and the Westport Select Cap Fund (WPSRX) in their operations.  Continue Reading »


  • Westport Asset Management Buys MSM, ROST, MA, CHKP, LH, WSH, FST, Sells DV

    by - May 09, 2011
    Westport Fund has outperformed the market in eleven out of the last twelve years. Their 10 year cumulative return is 108%, while the market gained just 16.4%. This is the portfolio update for the first quarter of Westport.

    Westport Asset Management looks for companies selling at a substantial discount to their intrinsic value. Their investment process begins with the identification of change in a company’s products, operations, and management. Once change is identified, the portfolio managers evaluate the company from a number of perspectives including what the market is willing to pay for stock of comparable companies or what a strategic buyer would pay for the entire company. They may sell a stock sell a position if a negative change in the company's fundamentals has occurred since or was missed in its initial analysis. They also reanalyze the opportunity when a stock reaches a pre-determined price objective. This may indicate a sale of the stock is appropriate.  Continue Reading »


  • Westport Asset Management RSG, SGY, LPS, CHKP, Sells KBR, AIR, ELMG, DBD

    by gurufocus - Feb 03, 2011
    Westport Asset Management just reported their fourth quarter portfolio. The firm likes to invest in undervalued companies with market cap between $2 and $10 billion. The firm’s flagship fund Westport Fund has achieved impressive performance since 1999. The fund outperformed the market every year except for 2006, when the fund underperformed by 2.5%.

    As of 12/31/2010, Westport Asset Management owns 64 stocks with a total value of $1.2 billion. These are the details of the buys and sells.  Continue Reading »


  • Westport Asset Top Purchase (QLGS, JDAS, GWW) and Top Sells (ISIL, FOR)

    by guruek - Nov 21, 2010
    Over the course of the past 13 years, Westport Asset Management has made a name for itself in the mid-cap mutual fund arena. According to a report on the firm’s website, one of its fund – Westport Fund, through September 30, 2010, returned 6.86, 10.68, -0.34, 5.02, 6.48, and 9.81% during the past YTD, 1-, 3-, 5-,10-years, and since inception of 12/31/1997. The performance beat its benchmarks (Russell Midcap Index or Lipper Multi-Cap Core Index) by large margins, especially during the long term.

    Michael Breen of MorningStar had a favorable report on the fund about one year ago. Breen discussed the Fund Manager’s investment strategy:
    Manager Ed Nicklin is a long-term investor who likes firms compounding capital at high rates. He likes bargains but favors strong profitability over cheapness. The portfolio return on equity and net margin are 40% above the category average; its P/E is in line with it. The fund’s single-digit turnover rate implies a 10-year holding period, but Nicklin isn’t a buy-and-forget manager. He has consistently added value trading around existing names.
      Continue Reading »


  • WestPort Letter on 4-Profit Educators; Top Holdings: PCP, UHS, DV, WSH, BIG, ESI

    by guruek - Nov 11, 2010
    Westport Asset Management - WestPort Letter On 4-Profit Educators; Top Holdings: PCP, UHS, DV, WSH, BIG, ESI Over the course of the past 13 years, Westport Asset Management has made a name for itself in the mid-cap mutual fund arena. According to a report on the firm’s website, one of its fund – Westport Fund, through September 30, 2010, returned 6.86, 10.68, -0.34, 5.02, 6.48, and 9.81% during the past YTD, 1-, 3-, 5-,10-years, and since inception of 12/31/1997. The performance beat its benchmarks (Russell Midcap Index or Lipper Multi-Cap Core Index) by large margins, especially during the long term.

    Michael Breen of MorningStar had a favorable report on the fund about one year ago. Breen discussed the Fund Manager’s investment strategy:
    Manager Ed Nicklin is a long-term investor who likes firms compounding capital at high rates. He likes bargains but favors strong profitability over cheapness. The portfolio return on equity and net margin are 40% above the category average; its P/E is in line with it. The fund’s single-digit turnover rate implies a 10-year holding period, but Nicklin isn’t a buy-and-forget manager. He has consistently added value trading around existing names.
      Continue Reading »


  • Westport Asset Management Buys Teradata Corp., Republic Services Inc., Beckman Coulter Inc., Praxair Inc., Entergy Corp., Synopsys Inc.

    by - May 14, 2010
    You may not know Westport Fund, but the fund has beaten S&P500 in 9 out of the last 10 years, all by significant margins. The fund managers like to buy companies with two proven characteristics: low valuation and improving financial fundamentals. This is the Q1 portfolio update.

    When do they sell? They sell if a negative change in the company's fundamentals has occurred since or was missed in its initial analysis or upon re-analysis when a stock reaches a pre-determined price objective.  Continue Reading »


  • Westport Asset Management Buys Carter's Inc., Republic Services Inc., Pall Corp., Entergy Corp., Sells Energy Partners Ltd., Willis Group Holdings Ltd.

    by - Feb 15, 2010
    Westport Asset Management - Westport Asset Management Buys Carter's Inc., Republic Services Inc., Pall Corp., Entergy Corp., Sells Energy Partners Ltd., Willis Group Holdings Ltd. Westport Fund has outperformed the S&P500 nine out of past ten years, and averaged more than 6% a year than the market. The firm uses a modified form of bottom-up value investing that combines classic value investment with forward-looking business analysis.

    Westport Asset Management buys Carter's Inc., Republic Services Inc., sells Energy Partners Ltd., Ishares Russell Midcap Index Fund, Willis Group Holdings Ltd. during the 3-months ended 12/31/2009. Westport Asset Management owns 68 stocks with a total value of $931 million. These are the details of the buys and sells.  Continue Reading »


Total Records: 8

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