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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 86% of the manager's regulatory AUM.

CULLINAN ASSOCIATES StockAlpha

-2.5%
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

CULLINAN ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WMT 20.89% Cons. Staples -1.77% 0.36% 0 24%
KO 4.19% Cons. Staples -2.35% 0.04% 0 27%
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FEATURED IN
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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...
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CULLINAN ASSOCIATES Portfolio Concentration

CULLINAN ASSOCIATES Location

295 N. HUBBARDS LANE
SUITE 203
LOUISVILLE, Kentucky
UNITED STATES, 40207

CULLINAN ASSOCIATES Contact Information

Phone Number: 502-893-0300
Fax Number: 502-893-0325
Website:

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