Top 9 Stock Picks of Stephen White’s SW Investment Management
In this article, we take a look at the top 9 stock picks of Stephen White’s SW Investment Management.
SW Investment Management LLC (SWIM), an Illinois-based firm established in December 2015, offers discretionary investment advisory services to the privately offered pooled investment vehicle, SWIM Partners LP, a Delaware limited partnership. SWIM aims to achieve superior absolute investment returns that are relatively uncorrelated with broad-based U.S. stock market indices.
Stephen White is a principal and co-founder of Castle Union LLC, a long/short hedge fund established in 2012. He is a former managing partner of Castle Union LLC. Before that, he served as a portfolio manager at RMB Capital from 2008 to 2012 and spent three years as an analyst at Marlin Capital from 2005 to 2008. He holds a Bachelor of Science degree from Fairfield University and an MBA from the University of Chicago Booth School of Business.
SW Investment Management is a hedge fund with 1 client and discretionary assets under management (AUM) totaling $438,411,189 as of March 2024 (Form ADV). Their last reported 13F filing for Q1 2024 included $311,244,820 in managed 13F securities, with a top 10 holdings concentration of 98.11%. The largest holding is Amkor Technology Inc., with 1,650,000 shares held.
