TIRSCHWELL & LOEWY INC

HTTP://WWW.TIRSCHWELLANDLOEWY.COM NEW YORK, NY Investment Advisor How do I update this listing?

Tirschwell & Loewy is based out of New York. Tirschwell & Loewy is a large advisory firm with 360 clients and discretionary assets under management (AUM) of $794,516,045 (Form ADV from 2019-01-30). Their last reported 13F filing for Q4 2018 included $657,397,000 in managed 13F securities and a top 10 holdings concentration of 41.73%. Tirschwell & Loewy's largest holding is DexCom Inc with shares held of 283,504. Tirschwell & Loewy has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $659.866 Million
  • Prior Market Value $800.122 Million
  • New Purchases5 stocks
  • Additional Purchases11 stocks
  • Sold out of8 stocks
  • Reduced holdings in36 stocks
  • Top 10 Holdings % 41.58 %
  • Turnover % [1]:19.12%
  • Turnover Alt % [2]: 5.46 %
  • Time Held Top20:29.05 quarters
  • Time Held Top10:11.70 quarters
  • Time Held All:37.63 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 4.81%
Performance Last 4 Quarters: 14.74%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR/A (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR/A (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR/A (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR/A (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR/A (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR/A (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TIRSCHWELL & LOEWY INC
400 PARK AVENUE
NEW YORK NY    10022-4406
Country: United States

Business Phone: 212-888-7940
Fax: 212-688-6417
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 360
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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TIRSCHWELL & LOEWY INC

ownership team - last updated 2017-01-13
Name Title Start Date Direct/Indirect % Ownership
LOEWY, JEFFREY, M DIRECTOR, PRESIDENT 12/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
TIRSCHWELL & LOEWY INC DIRECTOR, PRESIDENT direct 2006-12-01
TIRSCHWELL & LOEWY INC DIRECTOR, EXECUTIVE VICE PRESIDENT, SECRETARY direct 1981-04-01 2005-01-21
TIRSCHWELL & LOEWY INC DIRECTOR, EXECUTIVE VICE PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER direct 1981-04-01 2006-02-24
FRIEDNER, HOWARD, R EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 06/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIRSCHWELL & LOEWY INC EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2015-06-01
GARRISON BRADFORD & ASSOCIATES INC SENIOR VICE PRESIDENT direct 1997-08-01 2001-01-24
TIRSCHWELL & LOEWY INC CHIEF COMPLIANCE OFFICER AND SECRETARY direct 2006-12-01 2008-01-10
TIRSCHWELL & LOEWY INC VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2008-09-01 2012-06-20
TIRSCHWELL & LOEWY INC SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2008-09-01 2015-01-16

WhaleScore history for TIRSCHWELL & LOEWY INC

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