DAVIDSON & GARRARD INC Overview

Davidson & Garrard Inc is an investment advisor that manages 694 MM dollars in regulatory AUM and has 12 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 403MM in positions, representing 58% of the manager's regulatory AUM.

DAVIDSON & GARRARD INC StockAlpha

-2.8%
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

DAVIDSON & GARRARD INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.69% Tech 1.31% -0.03% 0 42%
PFF 2.54% ETF -4.7% -0.18% 0 8%
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FEATURED IN
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DAVIDSON & GARRARD INC Founders and Key Employees

Name Title In Position Since
Edgar D. Garrard Director - President January-1987
Thomas W. Pettyjohn Director, Vice President .Sec/Tr October-2000
Stephen L. Crank Director-Vice President October-2000
William W. Paxton Director - Vice President October-2000
Anne G. Flippin Stockholder March-2002
Glenn M. Guard Stockholder January-2008
Annette A. Bradley Chief Compliance Officer March-2013

DAVIDSON & GARRARD INC Brokers, Custodians, Auditors and Administrators

Type Company

DAVIDSON & GARRARD INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
D&G ut ilizes different methods of analys is to evaluate prospective invest ments based upon the type of invest ment and the vehicle used to purchase that type of invest ment.

The three types of invest ments ut ilized by D&G can generally be described as:


D Domest ic Equit ies (stocks)
D Domest ic Fixed Inco me (bonds)
D Alternat ive Invest ments (described in Item 4 and purchased via mutual funds and exchange traded funds which track a particular asset class)

For equit y analysis and select ion, D&G emplo ys fundamental analysis, as well as considering macroeconomic factors. The firm’s fundamental analysis includes attention to a company’s market and it ’s size and growth rates, the company’s product profile, management capabilit ies, and co mpet it ive advantages. We also consider the financial aspects of a company’s...
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DAVIDSON & GARRARD INC Portfolio Concentration

DAVIDSON & GARRARD INC Location

810 MAIN ST, 3RD FLOOR
LYNCHBURG, Virginia
UNITED STATES, 24504

DAVIDSON & GARRARD INC Contact Information

Phone Number: 434-847-6600
Fax Number: 434-847-0248
Website:

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