CULLINAN ASSOCIATES Overview
Cullinan Associates Inc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 19 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 104% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 104% of the manager's regulatory AUM.
CULLINAN ASSOCIATES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CULLINAN ASSOCIATES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| WMT | 25.17% | Cons. Staples | -1.74% | -1.73% | 1 | 20% | ||
| KO | 4.89% | Cons. Staples | 6.61% | 0.09% | 0 | 27% | ||
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FEATURED IN
CULLINAN ASSOCIATES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Brian L. Cullinan | Principal And Chief Compliance Officer | November-1989 |
| Royden K. Cullinan | Principal | November-1989 |
| Royden K. Cullinan | President And Principal | January-1990 |
CULLINAN ASSOCIATES Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CULLINAN ASSOCIATES Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The firm offers large cap common stocks and covered call option writing strategies for clients. Any investing in equity securities carries inherent risk of loss, but the firm’s use of covered call option writing helps reduce this risk.
In the firm’s BuyWriting and DividendWriting strategies, the primary risk of loss lies with the underlying stock in which an account is invested. In the firm’s OverWriting strategy (that uses securities selected by the Client), the primary risk is that the option written against the stock will be exercised, possibly resulting in the stock being called away. In addition, if a stock’s price rises dramatically in a short time, a call option may have to be bought back at a loss to avoid exercise.
The firm invests only in large capitalization stocks, which are broadly diversified, and thus the risk should parallel general market risk but be reduced by the...
Unlock Full Investment Process Description
The firm offers large cap common stocks and covered call option writing strategies for clients. Any investing in equity securities carries inherent risk of loss, but the firm’s use of covered call option writing helps reduce this risk.
In the firm’s BuyWriting and DividendWriting strategies, the primary risk of loss lies with the underlying stock in which an account is invested. In the firm’s OverWriting strategy (that uses securities selected by the Client), the primary risk is that the option written against the stock will be exercised, possibly resulting in the stock being called away. In addition, if a stock’s price rises dramatically in a short time, a call option may have to be bought back at a loss to avoid exercise.
The firm invests only in large capitalization stocks, which are broadly diversified, and thus the risk should parallel general market risk but be reduced by the...
Unlock Full Investment Process Description
CULLINAN ASSOCIATES Portfolio Concentration
CULLINAN ASSOCIATES Location
295 N. HUBBARDS LANE
SUITE 203
LOUISVILLE, Kentucky
UNITED STATES, 40207
SUITE 203
LOUISVILLE, Kentucky
UNITED STATES, 40207
CULLINAN ASSOCIATES Contact Information
Phone Number: 502-893-0300
Fax Number: 502-893-0325
Website: http://www.cullinan.com
Fax Number: 502-893-0325
Website: http://www.cullinan.com
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