LEWIS WARBURG INC.
DELRAY BEACH, FLORIDA

Lewis Warburg Incorporated is a distinguished investment firm based in Delray Beach, Palm Beach County, Florida. Founded on December 18, 2009, the company has consistently demonstrated exceptional investment performance and expertise in various market strategies. Recognized for its robust early years, Lewis Warburg's fundamental analysis approach has historically concentrated on publicly traded securities through proprietary investment methods such as active value, merger arbitrage, and distressed debt. The firm's ability to deliver five-year audited returns exceeding 50% per annum positioned it among the industry elite. In recent periods, Lewis Warburg has maintained its high-performance standards with annual investment returns surpassing 25% and Sharpe ratios above 2.5. These achievements underscore its continued prominence within the top echelon of investment professionals. The firm's strategies are broadly classified into quantitative approaches and fundamental techniques, allowing it to adapt swiftly to changing market conditions. Lewis Warburg Incorporated is structured as a Domestic Profit Corporation (DOMP). With a mailing address at 1024 Azalea Road, Delray Beach, FL 33483, the company operates with transparency and regulatory compliance, reflected in its official filing number P09000101674. The latest annual report was filed on July 19, 2024. Current leadership includes Directors James G Lewis and President James Lewis, along with Secretary Lewis James. Learn more about their investment methodologies and performance at lewiswarburg.com.