FULTON BREAKEFIELD Overview

Fulton Breakefield Broenniman Llc is an investment advisor that manages 871.8 MM dollars in regulatory AUM and has 12 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 493MM in positions, representing 57% of the manager's regulatory AUM.

FULTON BREAKEFIELD StockAlpha

-1.3%
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

FULTON BREAKEFIELD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.39% Tech 3.56% 0.15% 0 36%
PEP 2.3% Cons. Staples -6.83% -0.05% 0 25%
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FEATURED IN
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FULTON BREAKEFIELD Founders and Key Employees

Name Title In Position Since
Susan B. Fulton President/Chief Manager February-2003
Lauretta M. Keegan Chief Compliance Officer July-2012
Michael J. Mussio Managing Director September-2013

FULTON BREAKEFIELD Brokers, Custodians, Auditors and Administrators

Type Company

FULTON BREAKEFIELD Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Risks for all forms of analysis. Our securities analysis methods rely on the assumption that the companies whose securities we purchase and sell, the rating agencies that review these
securities, and other publicly-available sources of information about these securities, are providing accurate and unbiased data. While we are alert to indications that data may be incorrect, there is always a risk that our analysis may be compromised by inaccurate or
misleading information.

INVESTMENT STRATEGIES

We use the following strategies in managing client accounts, provided that such strategies are appropriate to the needs of the client and consistent with the client's investment objectives, risk preference, and time horizons, among other considerations:
...
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FULTON BREAKEFIELD Portfolio Concentration

FULTON BREAKEFIELD Location

4520 EAST-WEST HIGHWAY
SUITE 450
BETHESDA, Maryland
UNITED STATES, 20814

FULTON BREAKEFIELD Contact Information

Phone Number: 301-657-8870
Fax Number: 301-657-0866
Website:

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