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 12/31/19. The fund's latest filing disclosed 803MM in positions, representing 110% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 803MM in positions, representing 110% of the manager's regulatory AUM.
DELTA ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DELTA ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 10.78% | Tech | -2.19% | 1.49% | 0 | 39% | ||
| SWK | 4.91% | Industrials | -42.24% | -0.27% | 0 | 9% | ||
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FEATURED IN
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).
5
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...
Unlock Full Investment Process Description
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).
5
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...
Unlock Full Investment Process Description
DELTA ASSET Portfolio Concentration
DELTA ASSET Location
5350 POPLAR AVE
SUITE 875
MEMPHIS, Tennessee
UNITED STATES, 38119-0608
SUITE 875
MEMPHIS, Tennessee
UNITED STATES, 38119-0608
DELTA ASSET Contact Information
Phone Number: 901-767-4791
Fax Number: 901-767-1224
Website: http://www.deltaasset.com
Fax Number: 901-767-1224
Website: http://www.deltaasset.com
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