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ARMSTRONG SHAW ASSOCIATES INC.

237 Elm Street
New Canaan, Connecticut 06840
United States
 
Contact :      Ms. Omni Team
Phone :       203-972-9600
Fax :             203-972-9635
Email :         mgrady@armstrongshaw.com
Web :           http://www.armstrongshaw.com

ARMSTRONG SHAW ASSOCIATES INC. Information

Type of organization :
Total Assets Managed ($Mil) : $129
Tax-Exempt Managed ($Mil) : $20
Taxable Assets Managed ($Mil) : $100
Year Founded : 1984
Wrap Programs Offered? : Yes
# of Accounts Managed : 22
In-House Research : 65 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

ARMSTRONG SHAW ASSOCIATES INC. History

Armstrong Shaw Associates Inc., an SEC registered investment advisor, has been providing large cap value equity management to institutions and individuals since 1984 under the stable leadership of Jeffrey Shaw, co-founder of the firm and Chief Investment Officer. Our single product approach enables complete focus on our strategy and aligns our interests with our clients. The firm has a varied client base including endowments, foundations, religious and charitable organizations, and individuals.

Armstrong Shaw was founded by Jeffrey Shaw and Ray Armstrong in April 1984. The firm’s philosophy has been consistent since the firm’s inception. Armstrong Shaw’s philosophy comes from the background of the founders. Ray Armstrong, the co-founder of the firm had been on the Board of two venture capital firms, Narragansett Capital and Brentwood Associates and was involved with 50 private transactions. Ray was very committed to estimating the value of businesses and generating return by buying at bargain prices. Jeff had been a commercial lender for the money center bank Manufacturers Hanover Trust (now part of JPMorgan Chase) and estimated the likelihood of companies’ ability to pay back loans using both a cash flow and asset appraisal approach – the same techniques that Ray used in his analysis. This approach to valuing businesses and buying them at prices equal to or less than 70% of intrinsic value has been consistent since the founding of the firm. Additionally Monica Grady, Principal, has been at the firm since 1984. Ray retired from the business in 1996 in his early 70's.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
15
$90.92
 
Limited Partnership :
0
$0.00
 
Foundations :
2
$1.20
ERISA :
5
$25.95
Unions, Taft-Hartley :
0
$0.00
Public :
0
$0.00
Others :
0
$2.49
Total # of Professional : 3 Analysts : 1
Portfolio Managers : 1 Traders : 1
Client Service : 1 Operation : 2

ARMSTRONG SHAW ASSOCIATES INC. Personnel

Ms.  Monica Grady

Client Contact
Tel : 203-972-9600
Email: mgrady@armstrongshaw.com
Ms. Grady, Principal, is the Chief Compliance Officer and a member of the investment committee. Ms. Grady has been with the firm since 1984. Prior to joining Armstrong Shaw Associates, Ms. Grady was a petroleum geologist for four years with Ammonite Corporation and Gas Quest Inc., independent petroleum exploration and production companies. Ms. Grady graduated from Williams College and received her MBA from the University of New Haven. She is a member of the CFA Institute and the New York Society of Security Analysts. Ms. Grady is also a member of the Board of Directors of Armstrong Shaw.

Ms.  Jacqui Lindenbaum

Researcher/Analyst
Tel : 203-972-9600
Email: jlindenbaum@armstrongshaw.com
Ms. Lindenbaum, Principal, is a Research Analyst and member of the investment committee. Ms. Lindenbaum entered the investment industry in 1994. Prior to joining Armstrong Shaw in 2010, Ms Lindenbaum was a Managing Director, at Iridian Asset Management where she spent seven years as a generalist Equity Analyst with a focus on industrials, aerospace & defense and energy companies among others. Previously, Ms. Lindenbaum worked at The Dreyfus Corporation as an Equity Analyst Intern and spent five years as a Vice President, Emerging Markets Fixed Income Research at JP Morgan Securities Inc. In addition, she worked for two years at Lowenthal & Company as a Futures and Options Trader. Ms. Lindenbaum received a Bachelor of Business Science from the University of Cape Town and received her MBA from Columbia University Business School. Received Series 7 & 63.

Mr.  Jeffrey Shaw

Portfolio Manager
Tel : 203-972-9600
Email: jshaw@armstrongshaw.com
Mr. Shaw, Chairman & Chief Investment Officer, has been the Portfolio Manager/Analyst at Armstrong Shaw since 1984. Mr. Shaw chairs the Investment Committee and as Portfolio Manager is responsible for overall account management including portfolio design. Mr. Shaw also has primary responsibility for conducting fundamental research to identify individual companies and industry groups for potential investment. Prior to joining Armstrong Shaw Associates, Mr. Shaw worked three years with the Manufacturers Hanover Trust Co., as a Commercial Lending Officer for corporate relationships. He graduated from Princeton University and received his MBA from the Harvard Business School. Mr. Shaw is a member of the Board of Directors of Armstrong Shaw and the Advisory Board for Lone Pine Capital. He is a former board member of the New Canaan Community Foundation, the New Canaan YMCA and Waveny Care Center.

Ms.  Lisa Drummond

Data Preparer
Tel : 203-972-9604
Email: ldrummond@armstrongshaw.com

ARMSTRONG SHAW ASSOCIATES INC. Product Name

Large Cap Value:Privately Managed Accounts
Report Created: December,15 2018.  Copyright Money Manager Review , All rights Reserved.
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