EXCELSIA INC. Overview

Excelsia Inc. is an investment advisor that manages 123 MM dollars in regulatory AUM and has 4 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 06/30/15. The fund's latest filing disclosed 47MM in positions, representing 39% of the manager's regulatory AUM.

EXCELSIA INC. StockAlpha

-11.4%
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

EXCELSIA INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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EXCELSIA INC. Founders and Key Employees

Name Title In Position Since
Clifford W. Draughn Managing Principal/Chief Compliance Officer March-2003
Shirley B. Winters Principal/Controller July-2003

EXCELSIA INC. Brokers, Custodians, Auditors and Administrators

Type Company

EXCELSIA INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Excelsia may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)

Excelsia may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Trading (securities sold within thirty (30) days)
 Margin Transactions (use of borrowed assets to purchase financial instruments)
 Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)

Please Note: Investment Risk. Different types o...
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EXCELSIA INC. Portfolio Concentration

EXCELSIA INC. Location

24 DRAYTON ST.
SUITE 501
SAVANNAH, Georgia
UNITED STATES, 31401

EXCELSIA INC. Contact Information

Phone Number: 912-598-4032
Fax Number: 912-598-4142
Website:

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