BRICK & KYLE Overview

Brick & Kyle Associates is an investment advisor that manages 207.3 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 124MM in positions, representing 60% of the manager's regulatory AUM.

BRICK & KYLE StockAlpha

-2.5%
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

BRICK & KYLE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.54% Tech -1.28% -0.08% 0 42%
GLD 2.97% ETF -10.99% -0.36% 0 18%
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FEATURED IN
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BRICK & KYLE Founders and Key Employees

Name Title In Position Since
Edgar W. Brick Chairman October-1987
Andrew W. Brick President December-2014
Betty D. Brick Executive Vice President December-2014
Jonathan W. Kallen Chief Compliance Officer July-2004
Jerome H. Walther Senior Vice President June-2010

BRICK & KYLE Brokers, Custodians, Auditors and Administrators

Type Company

BRICK & KYLE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is undervalued (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down alo...
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BRICK & KYLE Portfolio Concentration

BRICK & KYLE Location

905 MT EYRE RD
NEWTOWN, Pennsylvania
UNITED STATES, 18940

BRICK & KYLE Contact Information

Phone Number: 215-493-4933
Fax Number: 215-493-8002
Website:

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