ALTAVISTA WEALTH Overview

Altavista Wealth Management Inc. is an investment advisor that manages 365.8 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/10 to 09/30/16. The fund's latest filing disclosed 183MM in positions, representing 50% of the manager's regulatory AUM.

ALTAVISTA WEALTH StockAlpha

-0.7%
Top 25%
3yr StockAlpha Register for more...

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

ALTAVISTA WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 3.88% Financials 14% -0.18% 0 28%
XOM 3.67% Energy 1.8% -0.16% 0 29%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ALTAVISTA WEALTH Founders and Key Employees

Name Title In Position Since
Kyle R. Boyd Secretary/Managing Principal April-2004
Lewis D. Akers President/Treasurer/Managing Principal April-2004
Christine B. Nelson Director Of Operations And Chief Compliance Officer April-2004
Jacquelyn S. Friedrich Financial Advisor March-2008

ALTAVISTA WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

ALTAVISTA WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
 Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Margin Transactions (use of borrowed assets to purchase financial instruments)
 Options (contract for the purchase or sale of a security at a predeter...
Get the Full Report

ALTAVISTA WEALTH Portfolio Concentration

ALTAVISTA WEALTH Location

4 VANDERBILT PARK DRIVE, SUITE 310
ASHEVILLE, North Carolina
UNITED STATES, 28803

ALTAVISTA WEALTH Contact Information

Phone Number: 828-684-2600
Fax Number: 828-684-2680
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B