ALBION MANAGEMENT Overview

Albion Management Group is an investment advisor that manages 895.7 MM dollars in regulatory AUM and has 22 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 584MM in positions, representing 65% of the manager's regulatory AUM.

ALBION MANAGEMENT StockAlpha

-1.5%
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

ALBION MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VAL 17.67% Materials -3.44% -1.22% 2 8%
GE 10.08% Industrials 5.81% -0.18% 0 34%
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FEATURED IN
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ALBION MANAGEMENT Founders and Key Employees

Name Title In Position Since
William T. Levitt Chairman, Ceo June-2001
John Q. Bird President June-2001
Debra R. Knotts Secretary/Treasurer/Vice President July-1990
John P. Bergerson Chief Compliance Officer March-2005
Douglas A. Wells Partner January-2009

ALBION MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro

ALBION MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


A. Methods of Analysis and Investment Strategies

Albion‘s methods of analysis include fundamental analysis, technical analysis, and cyclical analysis.

 Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.
 Technical analysis involves the analysis of past market data; primarily price and volume.
 Cyclical analysis involved the analysis of business cycles to find favorable conditions for buying and/or selling a security.

Investing in securities involves risk of loss that clients should be prepared to bear. B. Material Risks Involved
Albion uses Long Term Trading Strategies, but should material events with a specific company or economic environment arise, trades may be short term.

Albion utilizes investment strategies that are d...
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ALBION MANAGEMENT Portfolio Concentration

ALBION MANAGEMENT Location

812 EAST 2100 SOUTH
SALT LAKE CITY, Utah
UNITED STATES, 84106

ALBION MANAGEMENT Contact Information

Phone Number: 801-487-3700
Fax Number: 801-487-3766
Website:

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