TOEWS CORP

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Toews Corp is based out of Northfield. Toews Corp is a large advisory firm with 381 clients and discretionary assets under management (AUM) of $856,144,481 (Form ADV from 2019-04-10). Their last reported 13F filing for Q3 2019 included $424,006,000 in managed 13F securities and a top 10 holdings concentration of 99.92%. Toews Corp's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 945,400. Toews Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 23 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $424.006 Million
  • Prior Market Value $780.453 Million
  • New Purchases2 stocks
  • Additional Purchases2 stocks
  • Sold out of2 stocks
  • Reduced holdings in7 stocks
  • Top 10 Holdings % 99.92 %
  • Turnover % [1]:36.36%
  • Turnover Alt % [2]: 86.39 %
  • Time Held Top20:1.82 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:2.27 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 2019-11-14

Performance for Q3 2019: 3.84%
Performance Last 4 Quarters: 15.55%
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:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 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)
  • 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)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TOEWS CORPORATION
Classified as Hedge Fund
1750 ZION ROAD SUITE 201
NORTHFIELD NJ    08225-1844
Country: United States

Business Phone: 877-863-9726
Fax: 800-511-8490
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: DE
Number of employees: 18
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 381
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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TOEWS CORPORATION

ownership team - last updated 2019-04-10
Name Title Start Date Direct/Indirect % Ownership
TOEWS, PHILLIP, RAY PRESIDENT, SOLE SHAREHOLDER AND SOLE DIRECTOR 10/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION PRESIDENT, SOLE SHAREHOLDER AND SOLE DIRECTOR direct 1994-10-01
TOEWS CORPORATION PRESIDENT direct 1994-10-01 2001-02-26
TOEWS CORPORATION PRESIDENT, CHIEF COMPLIANCE OFFICER,SOLE SHAREHOLDER AND SOLE DIRECTOR direct 1994-10-01 2004-03-24
SCHROEDER, RANDALL, DEAN CHIEF OPERATING OFFICER 07/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER direct 2006-07-01
TOEWS CORPORATION CHIEF OPERATING OFFICER direct 2006-07-01
RODRIGUEZ, JENNIFER, LYNN CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION CHIEF COMPLIANCE OFFICER direct 2013-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ASCENSION FUND, L.P. United States 805-5347108191 Hedge Fund 0 500,000

TOEWS CORPORATION

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
TOEWS, PHILLIP, RAY PRESIDENT, SOLE SHAREHOLDER AND SOLE DIRECTOR 10/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION PRESIDENT, SOLE SHAREHOLDER AND SOLE DIRECTOR direct 1994-10-01
TOEWS CORPORATION PRESIDENT direct 1994-10-01 2001-02-26
TOEWS CORPORATION PRESIDENT, CHIEF COMPLIANCE OFFICER,SOLE SHAREHOLDER AND SOLE DIRECTOR direct 1994-10-01 2004-03-24
SCHROEDER, RANDALL, DEAN CHIEF OPERATING OFFICER 07/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER direct 2006-07-01
TOEWS CORPORATION CHIEF OPERATING OFFICER direct 2006-07-01
RODRIGUEZ, JENNIFER, LYNN CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION CHIEF COMPLIANCE OFFICER direct 2013-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ASCENSION FUND, L.P. United States 805-5347108191 Hedge Fund 0 500,000

TOEWS CORPORATION

ownership team - last updated 2018-12-07
Name Title Start Date Direct/Indirect % Ownership
TOEWS, PHILLIP, RAY PRESIDENT, SOLE SHAREHOLDER AND SOLE DIRECTOR 10/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION PRESIDENT, SOLE SHAREHOLDER AND SOLE DIRECTOR direct 1994-10-01
TOEWS CORPORATION PRESIDENT direct 1994-10-01 2001-02-26
TOEWS CORPORATION PRESIDENT, CHIEF COMPLIANCE OFFICER,SOLE SHAREHOLDER AND SOLE DIRECTOR direct 1994-10-01 2004-03-24
SCHROEDER, RANDALL, DEAN CHIEF OPERATING OFFICER 07/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER direct 2006-07-01
TOEWS CORPORATION CHIEF OPERATING OFFICER direct 2006-07-01
RODRIGUEZ, JENNIFER, LYNN CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION CHIEF COMPLIANCE OFFICER direct 2013-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ASCENSION FUND, L.P. United States 805-5347108191 Hedge Fund 0 500,000

TOEWS CORPORATION

ownership team - last updated 2017-03-23
Name Title Start Date Direct/Indirect % Ownership
TOEWS, PHILLIP, RAY PRESIDENT, SOLE SHAREHOLDER AND SOLE DIRECTOR 10/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION PRESIDENT, SOLE SHAREHOLDER AND SOLE DIRECTOR direct 1994-10-01
TOEWS CORPORATION PRESIDENT direct 1994-10-01 2001-02-26
TOEWS CORPORATION PRESIDENT, CHIEF COMPLIANCE OFFICER,SOLE SHAREHOLDER AND SOLE DIRECTOR direct 1994-10-01 2004-03-24
SCHROEDER, RANDALL, DEAN CHIEF OPERATING OFFICER 07/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER direct 2006-07-01
TOEWS CORPORATION CHIEF OPERATING OFFICER direct 2006-07-01
RODRIGUEZ, JENNIFER, LYNN CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOEWS CORPORATION CHIEF COMPLIANCE OFFICER direct 2013-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ASCENSION FUND, L.P. United States 805-5347108191 Hedge Fund 0 500,000

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