COVINGTON INVESTMENT Overview

Covington Investment Advisors Inc. is an investment advisor that manages 264.3 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 215MM in positions, representing 81% of the manager's regulatory AUM.

COVINGTON INVESTMENT StockAlpha

-0.7%
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

COVINGTON INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MO 3.18% Cons. Staples 4.81% 0.22% 0 22%
CLYH 3.15% ETF 2.83% 0.04% 142 0%
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FEATURED IN
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COVINGTON INVESTMENT Founders and Key Employees

Name Title In Position Since
Patrick R. Wallace President May-2003
Daniel P. Messmer Chief Compliance Officer January-2012

COVINGTON INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

COVINGTON INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
The security analysis methods used by Covington is a fundamental analysis; however, Covington may also utilize charting, technical analysis, and cyclical analysis.

The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.

Other sources of information that Covington may use include Morningstar Principia mutual fund information, Morningstar Principia stock information, Charles Schwab & Company's "SchwabLink" service, Advisor Intelligence, Thomson Reuter’s InvestmentView, and the world wide web.


Investment Strategies
The primary investment strategy used on client accounts is strategic asset allocation based upon the...
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COVINGTON INVESTMENT Portfolio Concentration

COVINGTON INVESTMENT Location

301 EAST MAIN STREET
LIGONIER, Pennsylvania
UNITED STATES, 15658

COVINGTON INVESTMENT Contact Information

Phone Number: 724-238-0151
Fax Number: 724-238-0148
Website:

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