GODSEY & GIBB Overview
Godsey & Gibb Associates is an investment advisor that manages 693.5 MM dollars in regulatory AUM and has 17 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 550MM in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 550MM in positions, representing 79% of the manager's regulatory AUM.
GODSEY & GIBB StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GODSEY & GIBB Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3.04% | Tech | 8.74% | 0.06% | 0 | 32% | ||
| MCHP | 2.96% | Tech | 11.09% | 0.14% | 0 | 16% | ||
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FEATURED IN
GODSEY & GIBB Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ephraim Ulmer | Vice President/Secretary/Trustee | October-1998 |
| Brian Y. Gibb | President/Trustee/Cco | January-2014 |
| Stacy M. Dodson | Chief Financial Officer | December-2011 |
| Michael R. Gibb | Trustee | January-2014 |
| James H. Mcintosh | Chief Executive Officer | January-2014 |
| Danny L. Savage | Managing Director | August-2014 |
GODSEY & GIBB Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GODSEY & GIBB 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:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be a good time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to re...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be a good time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to re...
Unlock Full Investment Process Description
GODSEY & GIBB Portfolio Concentration
GODSEY & GIBB Location
6806 PARAGON PL, STE 230
RICHMOND, Virginia
UNITED STATES, 23230
RICHMOND, Virginia
UNITED STATES, 23230
GODSEY & GIBB Contact Information
Phone Number: 804-285-7333
Fax Number: 804-285-9268
Website: http://www.godseyandgibb.com
Fax Number: 804-285-9268
Website: http://www.godseyandgibb.com
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