DILLON & ASSOCIATES Overview

Dillon & Associates Inc is an investment advisor that manages 268.1 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 217MM in positions, representing 81% of the manager's regulatory AUM.

DILLON & ASSOCIATES StockAlpha

-1%
Top 25%
3yr StockAlpha Register for more...

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

DILLON & ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6.15% Tech -0.31% -0.09% 0 42%
SYK 5.4% Health -0.77% 0.22% 0 9%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

DILLON & ASSOCIATES Founders and Key Employees

Name Title In Position Since
Jeffrey P. Dillon President December-2010
Eric J. Grasse Vice-President/Chief Compliance Officer December-2004
Vickie M. Dillon Secretary May-2011

DILLON & ASSOCIATES Brokers, Custodians, Auditors and Administrators

Type Company

DILLON & ASSOCIATES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Typically, our recommendations and portfolios consist of individual stocks and bonds. These assets provide no guarantees of value. Their prices will fluctuate up and down and clients are subject to the risk of loss.

Our stock recommendations are based on a fundamental analysis. We examine the past, current and future earnings expectations. We study products, revenues, market position, dividends, and valuation metrics (such as price-to-earnings ratios), as well as the overall conditions of the investment markets. We take a long-term approach to investing and do not “churn” or employ frequent trading strategies.

For fixed-income investments (bonds), we generally recommend investment grade securities. We consider the financial strength of the issuer, credit ratings, the coupon and duration of the bond, and current interest rates. We may also utilize certificates of
deposit backed by FDIC g...
Unlock Full Investment Process Description

DILLON & ASSOCIATES Portfolio Concentration

DILLON & ASSOCIATES Location

2585 SPRING ARBOR ROAD
JACKSON, Michigan
UNITED STATES, 49203

DILLON & ASSOCIATES Contact Information

Phone Number: 517-796-7090
Fax Number: 517-796-7093
Website:

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
Path A