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 09/30/16. The fund's latest filing disclosed 793MM in positions, representing 84% of the manager's regulatory AUM.

DEROY & DEVEREAUX StockAlpha

+0.6%
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

DEROY & DEVEREAUX Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CY 2.83% Tech -7.32% -0.23% 0 7%
GT 2.37% Cons. Disc. -2.29% -0.19% 0 12%
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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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DEROY & DEVEREAUX Portfolio Concentration

DEROY & DEVEREAUX Location

2000 TOWN CENTER
STE 2850
SOUTHFIELD, Michigan
UNITED STATES, 48075

DEROY & DEVEREAUX Contact Information

Phone Number: 248-358-3220
Fax Number: 248-358-9111
Website:

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