Group W Investment Management LLC
Privately held; Founded in 2003
1 - 5 employees
2 followers
Supplier (asset manager) profile of Group W Investment Management LLC
In managing its equity portfolios, Group W seeks superior risk-adjusted returns by identifying inefficiently priced stocks with superior fundamentals relative to the underlying market. Group W Equity Portfolios are actively managed accounts that invest in large and mid-cap equities (including ETFs) that are listed in the U.S. Our strategy is to use concentrated portfolios with low turnover to build client wealth over the long-term.
Assets under management in USD
Entire organization
$5m – $25m
Per asset class:
Equity
Multi-asset
Multi-asset
Access to offered investments
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