MCGOWAN GROUP ASSET MANAGEMENT, INC.

HTTP://WWW.THEMCGOWANGROUP.COM DALLAS, TX Investment Advisor How do I update this listing?

Mcgowan Group Asset Management is based out of Dallas. Mcgowan Group Asset Management is a large advisory firm with 758 clients and discretionary assets under management (AUM) of $696,740,196 (Form ADV from 2020-03-30). Their last reported 13F filing for Q1 2020 included $358,921,000 in managed 13F securities and a top 10 holdings concentration of 64.66%.Whalewisdom has at least 22 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $456.331 Million
  • Prior Market Value $588.079 Million
  • New Purchases5 stocks
  • Additional Purchases19 stocks
  • Sold out of13 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 50.86 %
  • Turnover % [1]:28.57%
  • Turnover Alt % [2]: 13.46 %
  • Time Held Top20:9.22 quarters
  • Time Held Top10:9.25 quarters
  • Time Held All:11.41 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 2020-05-15

Performance for Q1 2020: -30.1%
Performance Last 4 Quarters: -29.06%
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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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MCGOWAN GROUP ASSET MANAGEMENT, INC.
300 CRESCENT COURT #1776
DALLAS TX    75201
Country: United States

Business Phone: 214-720-4400
Fax: 214-720-4420
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TX
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 758
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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MCGOWAN GROUP ASSET MANAGEMENT, INC.

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

MCGOWAN GROUP ASSET MANAGEMENT, INC.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
MCGOWAN, SPENCER, DEAN PRESIDENT AND CHIEF OPERATING OFFICER 06/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCGOWAN GROUP ASSET MANAGEMENT, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER direct 2010-06-01
MCGOWAN GROUP ASSET MANAGEMENT, INC. PRESIDENT AND CHIEF OPERATING OFFICER direct 2010-06-01
SANCHEZ, ISMAEL, LEE CHIEF COMPLIANCE OFFICER 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCGOWAN GROUP ASSET MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2014-06-01

MCGOWAN GROUP ASSET MANAGEMENT, INC.

ownership team - last updated 2017-11-29
Name Title Start Date Direct/Indirect % Ownership
MCGOWAN, SPENCER, DEAN PRESIDENT AND CHIEF OPERATING OFFICER 06/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCGOWAN GROUP ASSET MANAGEMENT, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER direct 2010-06-01
MCGOWAN GROUP ASSET MANAGEMENT, INC. PRESIDENT AND CHIEF OPERATING OFFICER direct 2010-06-01
SANCHEZ, ISMAEL, LEE CHIEF COMPLIANCE OFFICER 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MCGOWAN GROUP ASSET MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2014-06-01

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