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 09/30/17. The fund's latest filing disclosed 425MM in positions, representing 61% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/17. The fund's latest filing disclosed 425MM in positions, representing 61% of the manager's regulatory AUM.
DAVIDSON & GARRARD INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DAVIDSON & GARRARD INC Since Last Filing Return Details
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FEATURED IN
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
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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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
DAVIDSON & GARRARD INC Portfolio Concentration
DAVIDSON & GARRARD INC Location
810 MAIN ST, 3RD FLOOR
LYNCHBURG, Virginia
UNITED STATES, 24504
LYNCHBURG, Virginia
UNITED STATES, 24504
DAVIDSON & GARRARD INC Contact Information
Phone Number: 434-847-6600
Fax Number: 434-847-0248
Website: http://www.dg-g.com
Fax Number: 434-847-0248
Website: http://www.dg-g.com
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