COVENANT MULTIFAMILY Overview

Covenant Multifamily Offices Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 22 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 105MM in positions, representing 8% of the manager's regulatory AUM.

COVENANT MULTIFAMILY StockAlpha

-3.1%
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

COVENANT MULTIFAMILY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 31.56% ETF 1.56% 0% 0 29%
VEA 22.17% ETF -3.85% -1.2% 0 8%
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FEATURED IN
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COVENANT MULTIFAMILY Founders and Key Employees

Name Title In Position Since
John D. Eadie Managing Member November-2009
Edward E. Whitacre Member February-2010
Brian W. Garrison Chief Compliance Officer June-2010
Justin J. Pawl Chief Investment Officer August-2012
Barron D. Beal Member October-2012

COVENANT MULTIFAMILY Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

COVENANT MULTIFAMILY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Covenant may utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
 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)

Covenant 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)
 Trading (securities sold within thirty (30) days)
 Margin Transactions (use of borrowed assets to purchase financial instruments)
 Options (contract for the purc...
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COVENANT MULTIFAMILY Portfolio Concentration

COVENANT MULTIFAMILY Location

18756 STONE OAK PARKWAY; SUITE 102
SAN ANTONIO, Texas
UNITED STATES, 78258

COVENANT MULTIFAMILY Contact Information

Phone Number: 210-403-5350
Fax Number: 210-403-8450
Website:

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