GRAY FINANCIAL GROUP Overview
Gray Financial Group is an investment advisor that manages 6.5 BN dollars in regulatory AUM and has 17 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 12/31/16. The fund's latest filing disclosed 257MM in positions, representing 4% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/16. The fund's latest filing disclosed 257MM in positions, representing 4% of the manager's regulatory AUM.
GRAY FINANCIAL GROUP StockAlpha
| Top 25% |
2.25yr StockAlpha
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Fundamental & Technical Factor Exposure
GRAY FINANCIAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
GRAY FINANCIAL GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Laurence O. Gray | Shareholder | January-1991 |
| Robert C. Hubbard | Co-Chief Executive Officer, Shareholder | July-2013 |
| Marc W. Hardy | Chief Financial Officer And Chief Compliance Officer | October-2012 |
| Yolanda W. Foreman | Co-Chief Executive , Shareholder | July-2013 |
GRAY FINANCIAL GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
GRAY FINANCIAL GROUP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Gray & Company’s client investment accounts are subject to the methods of analysis described in the offering documents of the underlying funds in which such clients are invested. Please see such funds’ offering documents for further information.
Fundamental – Gray & Company selects specific investments for client portfolios through the use of fundamental analysis. Fundamental analysis is a method of evaluating a company that has issued a security by attempting to measure the value of its underlying assets. It entails studying overall economic and industry conditions, as well as the financial condition and the quality of the company’s management. Earnings, 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 issuing company’s security to determine whether to purchase, sell or hold the security.
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Gray & Company’s client investment accounts are subject to the methods of analysis described in the offering documents of the underlying funds in which such clients are invested. Please see such funds’ offering documents for further information.
Fundamental – Gray & Company selects specific investments for client portfolios through the use of fundamental analysis. Fundamental analysis is a method of evaluating a company that has issued a security by attempting to measure the value of its underlying assets. It entails studying overall economic and industry conditions, as well as the financial condition and the quality of the company’s management. Earnings, 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 issuing company’s security to determine whether to purchase, sell or hold the security.
Alt...
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GRAY FINANCIAL GROUP Portfolio Concentration
GRAY FINANCIAL GROUP Location
3333 PIEDMONT ROAD
SUITE 1250
ATLANTA, Georgia
UNITED STATES, 30305
SUITE 1250
ATLANTA, Georgia
UNITED STATES, 30305
GRAY FINANCIAL GROUP Contact Information
Phone Number: (404) 883-2500
Fax Number: (404) 883-2501
Website: http://www.egrayco.com
Fax Number: (404) 883-2501
Website: http://www.egrayco.com
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