WATERTON GLOBAL RESOURCE MANAGEMENT, INC.

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Waterton Global Resource Management is based out of Toronto. Waterton Global Resource Management is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-01-29). Their last reported 13F filing for Q1 2019 included $294,104,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Waterton Global Resource Management's largest holding is Hudbay Minerals Inc with shares held of 31,583,117. Whalewisdom has at least 2 13F filings, and 5 Form 4 filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $294.104 Million
  • Prior Market Value $191.453 Million
  • New Purchases0 stocks
  • Additional Purchases2 stocks
  • Sold out of0 stocks
  • Reduced holdings in1 stock
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: 9.13 %
  • Time Held Top20:1.00 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:1.00 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 2019-05-15

Performance for Q1 2019: -14.16%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Brandon Cheryl
Elishis Isser
Schoor Kalman
Toor Kanwaljit
Wells Richard J.

View Last Form Adv Compilation Report on Record

WATERTON GLOBAL RESOURCE MANAGEMENT, INC.
Classified as Hedge Fund
199 BAY STREET SUITE 5050
TORONTO    M5L 1E2
Country: Canada

Business Phone: 1 416 504 3505
Fax: 1 416 504 3200
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Corporation
Organized in:
Number of employees:
Other Business Activities:
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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