DELTA ASSET Overview

Delta Asset Management Llc is an investment advisor that manages 729 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 587MM in positions, representing 81% of the manager's regulatory AUM.

DELTA ASSET StockAlpha

+1.6%
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

DELTA ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 6.37% Tech 3.56% 0.39% 0 36%
MMM 5.24% Industrials -1.53% -0.45% 0 24%
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FEATURED IN
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DELTA ASSET Founders and Key Employees

Name Title In Position Since
Myron M. Mall Managing Director January-2006
Edward T. Taylor Managing Director June-2009
Candice H. Chrisman Chief Compliance Officer February-2010
David C. Smith Managing Director January-2012

DELTA ASSET Brokers, Custodians, Auditors and Administrators

Type Company

DELTA ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our primary method of investment analysis and investment strategies to provide services to our client involves the use of fundamental analysis which is the analysis of a company’s financial statements, its management, competitive advantages, markets, etc. Our primary investment strategy is the use of long
term purchases (securities generally held for at least a year).



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The securities we use in our investment strategies and investment advice include equity securities such as exchange listed securities, securities traded over the counter and foreign issues; warrants; debt securities of corporations and similar entities; commercial paper; certificates of deposit; municipal and government securities and investment company securities such as mutual fund shares.

Investing in securities such as the types of securities used by us in managing your assets or providing you investment advic...
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DELTA ASSET Portfolio Concentration

DELTA ASSET Location

5350 POPLAR AVE
SUITE 875
MEMPHIS, Tennessee
UNITED STATES, 38119-0608

DELTA ASSET Contact Information

Phone Number: 901-767-4791
Fax Number: 901-767-1224
Website:

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