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 09/30/20. The fund's latest filing disclosed 923MM in positions, representing 103% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 923MM in positions, representing 103% of the manager's regulatory AUM.
ALBION MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALBION MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 9.43% | ETF | 6.75% | -0.01% | 0 | 10% | ||
| AAPL | 5.71% | Tech | -1.52% | -0.26% | 0 | 36% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
ALBION MANAGEMENT Portfolio Concentration
ALBION MANAGEMENT Location
812 EAST 2100 SOUTH
SALT LAKE CITY, Utah
UNITED STATES, 84106
SALT LAKE CITY, Utah
UNITED STATES, 84106
ALBION MANAGEMENT Contact Information
Phone Number: 801-487-3700
Fax Number: 801-487-3766
Website: http://www.albionfinancial.com
Fax Number: 801-487-3766
Website: http://www.albionfinancial.com
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