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 03/31/17. The fund's latest filing disclosed 861MM in positions, representing 91% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 03/31/17. The fund's latest filing disclosed 861MM in positions, representing 91% of the manager's regulatory AUM.
DEROY & DEVEREAUX StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
DEROY & DEVEREAUX Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GT | 2.7% | Cons. Disc. | -6.27% | -0.23% | 0 | 11% | ||
| MS | 2.64% | Financials | 2.45% | 0.03% | 0 | 19% | ||
|
Unlock Positions and Returns Details |
||||||||
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...
Unlock Full Investment Process Description
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/
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here