CULBERTSON A N & Overview

Culbertson A N & Company Inc is an investment advisor that manages 321 MM dollars in regulatory AUM and has 10 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 281MM in positions, representing 88% of the manager's regulatory AUM.

CULBERTSON A N & StockAlpha

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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

CULBERTSON A N & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 5.89% Financials 14% -0.27% 0 28%
IWR 3.45% ETF 4.58% 0.03% 0 4%
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FEATURED IN
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CULBERTSON A N & Founders and Key Employees

Name Title In Position Since
Sharon P. Culbertson Shareholder & Secretary November-1997
Elizabeth C. Gleason Shareholder November-1997
Jennifer B. Culbertson Shareholder November-1997
George L. Payne President, Chief Operating Officer, Chief Compliance Officer June-1999
Alan N. Culbertson Chief Executive Officer April-1993

CULBERTSON A N & Brokers, Custodians, Auditors and Administrators

Type Company

CULBERTSON A N & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:

• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value. Although fundamental analysis is a well recognized method of analysis, information obtained through this type of analysis may be incorrect and the analysis may not provide an accurate estimate of earnings, which may be the basis for a stock's value. If securities prices adjust rapidly to new information, utilizing fundamental a...
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CULBERTSON A N & Portfolio Concentration

CULBERTSON A N & Location

ONE BOARS HEAD POINTE
SUITE 101
CHARLOTTESVILLE, Virginia
UNITED STATES, 22903-4612

CULBERTSON A N & Contact Information

Phone Number: 434-972-7766
Fax Number: 434-984-8307
Website:

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