ATLAS BROWNINC. Overview

Atlas Browninc. is an investment advisor that manages 359.5 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 243MM in positions, representing 68% of the manager's regulatory AUM.

ATLAS BROWNINC. StockAlpha

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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

ATLAS BROWNINC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BF.A 34.28% Cons. Staples -4.67% 0.03% 37 3%
BF.B 18.08% Cons. Staples -4.71% 0.06% 0 6%
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FEATURED IN
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ATLAS BROWNINC. Founders and Key Employees

Name Title In Position Since
William W. Hancock Iii Vice-Chairman March-2009
Charles G. Middleton Director January-2005
Michael S. Robinson Chief Operating Officer/Chief Compliance Officer September-2009
Lawrence J. Middleton Retired January-2007
Mary C. Hancock Shareholder November-2010
William W. Hancock Jr Shareholder November-2010
William M. Street Chairman July-2013
David B. Russell Executive Vice President May-2014

ATLAS BROWNINC. Brokers, Custodians, Auditors and Administrators

Type Company

ATLAS BROWNINC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Analysis:
Atlas Brown’s Senior Portfolio Managers are responsible for all investment analysis of equities, mutual funds, exchange traded funds and other securities. Suitable investments for each client are chosen by the Senior Portfolio Managers based on that client’s unique needs and investment goals using many different types of internal and external research tools.

Investment Strategies:
Atlas Brown applies institutional techniques to a multidisciplinary approach using multiple asset classes/styles, outside managers, alternatives, and individual securities to create customized investment strategies. Each Senior Portfolio Manager is responsible for placing trades in client accounts that are suitable based on the investment objectives and risk tolerance as disclosed by the client in their Investment Policy Statement and/or Client Profile Worksheet.

These documents allow Atlas Brown...
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ATLAS BROWNINC. Portfolio Concentration

ATLAS BROWNINC. Location

333 EAST MAIN SREET
SUITE 400
LOUISVILLE, Kentucky
UNITED STATES, 40202

ATLAS BROWNINC. Contact Information

Phone Number: 502-271-2900
Fax Number: 502-271-2901
Website:

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