GOODMAN FINANCIAL Overview

Goodman Financial Corp is an investment advisor that manages 305.8 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 167MM in positions, representing 55% of the manager's regulatory AUM.

GOODMAN FINANCIAL StockAlpha

-4.7%
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

GOODMAN FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 5.19% Cons. Disc. -11.58% -0.71% 0 32%
ALGN 4.28% Health -1.38% 0.16% 0 12%
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FEATURED IN
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GOODMAN FINANCIAL Founders and Key Employees

Name Title In Position Since
Steven R. Goodman President December-1988
Michael D. Viator Shareholder October-2009
Charlotte M. Jungen Chief Compliance Officer March-2015

GOODMAN FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

GOODMAN FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Goodman Financial understands that investing in securities involves risk of loss that clients should be prepared to bear. At the same time, we utilize methods of security analysis which are attentive to risk factors that may impact the value of a security.

Research information is generated both internally and obtained from external sources. We carefully study this information and evaluate it based on numerous quantitative and qualitative considerations. Our Chief Investment Officer manages the research and analysis function.
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Below is a partial listing of external research sources we may utilize:

• Prospectuses and filings with the Securities and Exchange Commission including annual reports,

10Ks and 10Qs

• Corporate rating services

• Research materials prepared by others

• Company earnings announ...
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GOODMAN FINANCIAL Portfolio Concentration

GOODMAN FINANCIAL Location

5177 RICHMOND AVENUE
SUITE 700
HOUSTON, Texas
UNITED STATES, 77056

GOODMAN FINANCIAL Contact Information

Phone Number: 713-599-1777
Fax Number: 713-599-1811
Website:

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