DEROY & DEVEREAUX Overview
Deroy & Devereaux Private Investment Counsel Inc is an investment advisor that manages 945.4 MM dollars in regulatory AUM and has 17 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 12/31/20. The fund's latest filing disclosed 1BN in positions, representing 119% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 12/31/20. The fund's latest filing disclosed 1BN in positions, representing 119% of the manager's regulatory AUM.
DEROY & DEVEREAUX StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DEROY & DEVEREAUX Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MS | 2.69% | Financials | 24.99% | -0.15% | 0 | 16% | ||
| HCA | 2.58% | Health | 26.47% | 0.44% | 0 | 15% | ||
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FEATURED IN
DEROY & DEVEREAUX Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael F. Harris | Portfolio Manager | June-2004 |
| Jeffrey W. Wardlow | Chief Investment Officer & Portfolio Manager | July-2013 |
| Sean A. Metrose | President & Portfolio Manager | July-2013 |
| Gregg D. Watkins | Chairman & Portfolio Manager | July-2013 |
| Michael J. Madison | Portfolio Manager | May-2003 |
| William C. Hullinger | Chief Operations Officer | June-2011 |
| Julie Hollinshead | Portfolio Manager | August-2013 |
| Mary Elizabeth B. Grabel | Chief Compliance Officer | November-2013 |
DEROY & DEVEREAUX Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DEROY & DEVEREAUX Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis & Investment Strategies
The Adviser employs a strategy best described as a value approach to equity and bond investing. D&D invests in equities across all market cap sizes and in bonds of all investment quality grades depending on Client goals and risk tolerances. D&D uses fundamental analysis to assess securities’ intrinsic value by examining relevant economic, financial, and other qualitative and quantitative factors that can impact the value of a security. D&D is attempting to identify securities that it believes have attractive or improving fundamental characteristics and that can be purchased at undervalued prices. D&D utilizes several valuation methods for comparisons of peer companies to determine whether it believes a security is undervalued.
D&D invests primarily in equity and fixed income securities. The equity portion of managed portfolios typically consist of 40...
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Methods of Analysis & Investment Strategies
The Adviser employs a strategy best described as a value approach to equity and bond investing. D&D invests in equities across all market cap sizes and in bonds of all investment quality grades depending on Client goals and risk tolerances. D&D uses fundamental analysis to assess securities’ intrinsic value by examining relevant economic, financial, and other qualitative and quantitative factors that can impact the value of a security. D&D is attempting to identify securities that it believes have attractive or improving fundamental characteristics and that can be purchased at undervalued prices. D&D utilizes several valuation methods for comparisons of peer companies to determine whether it believes a security is undervalued.
D&D invests primarily in equity and fixed income securities. The equity portion of managed portfolios typically consist of 40...
Unlock Full Investment Process Description
DEROY & DEVEREAUX Portfolio Concentration
DEROY & DEVEREAUX Location
2000 TOWN CENTER
STE 2850
SOUTHFIELD, Michigan
UNITED STATES, 48075
STE 2850
SOUTHFIELD, Michigan
UNITED STATES, 48075
DEROY & DEVEREAUX Contact Information
Phone Number: 248-358-3220
Fax Number: 248-358-9111
Website: http://www.deroydevereaux.com/
Fax Number: 248-358-9111
Website: http://www.deroydevereaux.com/
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