1ST GLOBAL ADVISORS Overview

1st Global Advisors Inc. is an investment advisor that manages 6.9 BN dollars in regulatory AUM and has 1157 employees, of which 1157 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 760MM in positions, representing 11% of the manager's regulatory AUM.

1ST GLOBAL ADVISORS StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

1ST GLOBAL ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 15.42% ETF 2.13% -0.01% 0 9%
AGG 9.92% ETF -3.3% -0.39% 0 3%
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FEATURED IN
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1ST GLOBAL ADVISORS Founders and Key Employees

Name Title In Position Since
Stephen A. Batman Chairman And Ceo October-2008
Michael A. Pagano Executive Vice President And Chief Compliance Officer May-2001
David C. Knoch President And Coo October-2008
Everett P. Stewart Vice President - Chief Administrative Officer April-2005

1ST GLOBAL ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

1ST GLOBAL ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investment Strategies
Our investment philosophy is based on the principle of diversification. Diversification simply means not putting all of your eggs in one basket or, in investment terms, keeping the fortunes of any single investment from having a significant impact on your own portfolio. This philosophy is based on Nobel Prize winning concepts known collectively as modern portfolio theory.

Simply stated, modern portfolio theory teaches that a long-term investment strategy should not focus on short-term results and should not necessarily avoid "risky" investments. In fact, modern portfolio theory states that no investments are "always" imprudent. Rather, research demonstrates that investment returns correlate strongly with risk and that it is only by accepting "risk" into the portfolio and satisfactorily diversifying the portfolio of investments that you can truly grow, preserve, and
protect a...
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1ST GLOBAL ADVISORS Portfolio Concentration

1ST GLOBAL ADVISORS Location

12750 MERIT DRIVE
SUITE 1200
DALLAS, Texas
UNITED STATES, 75251

1ST GLOBAL ADVISORS Contact Information

Phone Number: 214-294-5000
Fax Number: 214-294-5043
Website:

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