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 09/30/16. The fund's latest filing disclosed 241MM in positions, representing 4% of the manager's regulatory AUM.

GRAY FINANCIAL GROUP StockAlpha

-0.9%
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

GRAY FINANCIAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DVY 21.14% ETF 1.77% 0.09% 0 6%
SDY 19.12% ETF 1.04% -0.07% 1 3%
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FEATURED IN
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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 FINANCIAL GROUP Portfolio Concentration

GRAY FINANCIAL GROUP Location

3333 PIEDMONT ROAD
SUITE 1250
ATLANTA, Georgia
UNITED STATES, 30305

GRAY FINANCIAL GROUP Contact Information

Phone Number: (404) 883-2500
Fax Number: (404) 883-2501
Website:

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