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 09/30/21. The fund's latest filing disclosed 462MM in positions, representing 175% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 462MM in positions, representing 175% of the manager's regulatory AUM.
COVINGTON INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COVINGTON INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GOOG | 5.7% | Tech | 12.29% | 0.09% | 0 | 34% | ||
| MSFT | 5.55% | Tech | 19.44% | 0.4% | 0 | 45% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
COVINGTON INVESTMENT Portfolio Concentration
COVINGTON INVESTMENT Location
301 EAST MAIN STREET
LIGONIER, Pennsylvania
UNITED STATES, 15658
LIGONIER, Pennsylvania
UNITED STATES, 15658
COVINGTON INVESTMENT Contact Information
Phone Number: 724-238-0151
Fax Number: 724-238-0148
Website: http://www.covingtoninvestment.com
Fax Number: 724-238-0148
Website: http://www.covingtoninvestment.com
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