DYNAMIC ADVISORS Overview

Dynamic Advisors Solutions Llc is an investment advisor that manages 546.5 MM dollars in regulatory AUM and has 32 employees, of which 30 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 264MM in positions, representing 48% of the manager's regulatory AUM.

DYNAMIC ADVISORS StockAlpha

-2.1%
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

DYNAMIC ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SH 5.55% ETF -2.55% -0.18% 0 2%
VZ 2.47% Telecom -2.01% -0.1% 0 28%
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FEATURED IN
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DYNAMIC ADVISORS Founders and Key Employees

Name Title In Position Since
James R. Cannon Chief Executive Officer And Chief Compliance Officer December-2008
Craig P. Morningstar Chief Operating Officer July-2012

DYNAMIC ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

DYNAMIC ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis. DWA and its Financial Advisors primarily employ fundamental and technical analysis methods in developing investment strategies for you. Fundamental analysis is a method of evaluating a company that has issued securities by attempting to measure the value of its underlying assets. This involves researching overall economic and industry conditions as well as the financial condition and the quality of the company’s management. Earning, expenses, assets, and liabilities are all important in determining the value of a company. The value is then compared to the current price of the company’s securities to determine whether to purchase, sell or hold those securities. Technical analysis is a method of evaluating securities by analyzing statistics associated with market activity, such as past prices and trading volume. Technical analysis involves using charts and other tools to identify patterns that ...
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DYNAMIC ADVISORS Portfolio Concentration

DYNAMIC ADVISORS Location

7150 EAST CAMELBACK ROAD
SUITE 444
SCOTTSDALE, Arizona
UNITED STATES, 85251

DYNAMIC ADVISORS Contact Information

Phone Number: (877) 257-3840
Fax Number: 480-718-8778
Website:

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