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 03/31/23. The fund's latest filing disclosed 504MM in positions, representing 188% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 504MM in positions, representing 188% of the manager's regulatory AUM.
DILLON & ASSOCIATES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DILLON & ASSOCIATES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 10.85% | Tech | 7.98% | -0.03% | 0 | 45% | ||
| NVDA | 6.77% | Tech | 34.93% | 1.52% | 0 | 27% | ||
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FEATURED IN
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...
Get the Full Report
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...
Get the Full Report
DILLON & ASSOCIATES Portfolio Concentration
DILLON & ASSOCIATES Location
2585 SPRING ARBOR ROAD
JACKSON, Michigan
UNITED STATES, 49203
JACKSON, Michigan
UNITED STATES, 49203
DILLON & ASSOCIATES Contact Information
Phone Number: 517-796-7090
Fax Number: 517-796-7093
Website: http://www.dillon-assoc.com
Fax Number: 517-796-7093
Website: http://www.dillon-assoc.com
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Disclaimer
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