A. D. BEADELL Overview

A. D. Beadell Investment Counsel Inc. is an investment advisor that manages 200.3 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 120MM in positions, representing 60% of the manager's regulatory AUM.

A. D. BEADELL StockAlpha

-1.1%
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

A. D. BEADELL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NEP 4.2% Energy -8.32% -0.62% 0 3%
JNJ 3.79% Health -4.31% -0.03% 0 34%
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A. D. BEADELL Founders and Key Employees

Name Title In Position Since
Anthony D. Beadell President/Owner January-1975
Anthony D. Beadell Chief Compliance Officer October-2004

A. D. BEADELL Brokers, Custodians, Auditors and Administrators

Type Company

A. D. BEADELL Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss


if the underlying security has volatile price movement. Covered call strategies are generally suited for companies with little price volatility.

B.4.b. Long Call Option Purchases

Long call option purchases allow the option holder to be exposed to the general market characteristics of a security without the outlay of capital necessary to own the security. Options are wasting assets and expire (usually within nine months of issuance), and as a result can expose the investor to significant loss.

B.4.c. Long Put Option Purchases

Long put option purchases allow the option holder to sell or “put” the underlying security at the contract strike price at a future date. If the price of the underlying security declines in
value, the value of the long put option increases. In this way long puts are often used to hedge a long stock position. Options are wasting assets and ...
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A. D. BEADELL Portfolio Concentration

A. D. BEADELL Location

10224 N PORT WASHINGTON ROAD
MEQUON, Wisconsin
UNITED STATES, 53092

A. D. BEADELL Contact Information

Phone Number: 262-241-0331
Fax Number: 262-241-0332
Website:

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