AULL & MONROE Overview

Aull & Monroe Investment Management Corp is an investment advisor that manages 274.2 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 203MM in positions, representing 74% of the manager's regulatory AUM.

AULL & MONROE StockAlpha

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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AULL & MONROE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HD 3.37% Cons. Disc. 13.52% -0.02% 0 23%
JNJ 3.32% Health 2.17% -0.08% 0 30%
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AULL & MONROE Founders and Key Employees

Name Title In Position Since
James P. Aull Partner January-1990
William E. Monroe Partner January-1990
Jamie L. Thuss Partner/Chief Compliance Officer September-2004

AULL & MONROE Brokers, Custodians, Auditors and Administrators

Type Company

AULL & MONROE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Aull & Monroe uses an investment strategy for the long-term, conservative investor which consists of high quality stocks, exchange traded master limited partnerships (“MLPs”) and/or investment grade bonds augmented by a cash reserve. Each portfolio is individually managed and tailored to reflect the client’s investment objectives, financial
needs and tolerance for risk. As a result, asset allocations between equities, bonds and cash
vary from client to client. On behalf of its client partners, Aull & Monroe seeks superior relative returns over time through diversification, minimization of risk and the benefits of compounding. In short, the aim is to maximize long-term returns while minimizing risk.

Aull & Monroe uses Modern Portfolio Theory to incorporate selected securities into individual client portfolios. This is a quantitative risk management strategy in general use by professiona...
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AULL & MONROE Portfolio Concentration

AULL & MONROE Location

MOBILE, Alabama

AULL & MONROE Contact Information

Phone Number: (251)342-3339
Fax Number: (251)342-3113



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