Equal-WT
WhaleScore 2.0
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Watchtower Advisors is based out of Old Greenwich. Watchtower Advisors is a hedge fund with 2 clients and discretionary assets under management (AUM) of $231,351,889 (Form ADV from 2025-01-29). Their last reported 13F filing for Q4 2024 included $176,687,770 in managed 13F securities
and a top 10 holdings concentration of 89.27%. Watchtower Advisors's largest holding is Axis Capital Holdings Ltd with shares held of 260,000. Whalewisdom has at least 13 13F filings
Investment Strategy
Watchtower retains broad flexibility to invest on behalf of its Clients, as set forth in the respective Offering Documents. As such, Watchtower may offer any advisory services, engage in any investment strategy and make any investment, including any not described in this Brochure, that it considers appropriate, subject to each Client’s investment objectives and guidelines. The investment strategies Watchtower pursues are speculative and entail substantial risks. There can be no assurance that the investment objectives of any Client will be achieved.
Responsibility for the construction of a Client’s portfolio and risk management resides with the portfolio manager. Risk management is accomplished on an “upfront” or pre-trade basis in two primary forms: portfolio construction and exposure limitations. With a fundamentally-oriented long/short strategy, Watchtower’s emphasis is on the selection of individual stocks with a bottom-up focus while paying close attention to the correlation of the overall portfolio construct and to the impact of each position added to the portfolio.
Owners
- HASEN, DARRYL, GLENN - LIMITED PARTNER OF WATCHTOWER ADVISORS, LP
- WILBER, SKY - LIMITED PARTNER AND CHIEF INVESTMENT OFFICER OF WATCHTOWER ADVISORS, LP
- NORDONE, DARREN, JAMES - CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER OF WATCHTOWER ADVISORS, LP
- WATCHTOWER ADVISORS GP, LLC - GENERAL PARTNER OF WATCHTOWER ADVISORS, LP Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| KVYO Klaviyo Inc | 6.9% |
| VRNA Verona Pharma Plc | 6.22% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| ACGL Arch Capital Group L | 11.14% |
| DHR Danaher Corp | 4.85% |
| MEDP Medpace Holdings Inc | 3.81% |
| CMG Chipotle Mexican Gri | 3.34% |
| AVGO Broadcom Inc | 3.25% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| AXS Axis Capital Holding | 13.04% |
| FTAI FTAI Aviation Ltd | 12.64% |
| HLT Hilton Worldwide Hol | 10.73% |
| ALLE Allegion plc | 9.47% |
| AVGO Broadcom Inc | 9.19% |
2024-12-31
13F Activity
| Market Value | $177m, Prior: $216m |
| Inflows (Outflows) as % of Total MV | (-27.6612)% |
| New Purchases | 2 stocks |
| Added To | 0 stocks |
| Sold out of | 3 stocks |
| Reduced holdings in | 5 stocks |
| Top 10 Holdings % | 89.27% |
| Turnover %[1] | 29.41% |
| Turnover Alt %[2] | 13.12% |
| Time Held Top 20 | 2.7857 quarters |
| Time Held Top 10 | 2.1 quarters |
| Time Held All | 2.79 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31