GREENWOOD GEARHART Overview
Greenwood Gearhart Inc is an investment advisor that manages 257 MM dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 357MM in positions, representing 139% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 357MM in positions, representing 139% of the manager's regulatory AUM.
GREENWOOD GEARHART StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GREENWOOD GEARHART Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UTX | 2.78% | Industrials | -20.87% | -0.22% | 0 | 25% | ||
| WBA | 2.77% | Cons. Staples | -0.1% | 0.09% | 0 | 13% | ||
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FEATURED IN
GREENWOOD GEARHART Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mary A. Greenwood | Chairman | April-2013 |
| Linda A. Batson | Chief Compliance Officer | September-2009 |
| George B. Gearhart | President | April-2013 |
GREENWOOD GEARHART Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GREENWOOD GEARHART Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Adviser shall provide, but shall not be limited to, advice on the following types of securities: equity securities, corporate debt securities, investment company securities, and United States government securities.
The Adviser shall conduct an initial management review to establish the Client objectives and constraints and to develop an appropriate investment portfolio policy. The Adviser shall implement decision-making strategies to reflect the risk- return requirements and/or asset allocation structures consistent with the Adviser's recommended portfolio policy.
GGI IAA Brochure revised 11/14 Non-executable contract - property of Greenwood Gearhart Inc.
8
The Adviser shall employ a fundamental approach for security analysis integrating economic, industry and company evaluations to identify an investment value for securities. Specifically, the basic process of fundamental analysis ...
Unlock Full Investment Process Description
The Adviser shall provide, but shall not be limited to, advice on the following types of securities: equity securities, corporate debt securities, investment company securities, and United States government securities.
The Adviser shall conduct an initial management review to establish the Client objectives and constraints and to develop an appropriate investment portfolio policy. The Adviser shall implement decision-making strategies to reflect the risk- return requirements and/or asset allocation structures consistent with the Adviser's recommended portfolio policy.
GGI IAA Brochure revised 11/14 Non-executable contract - property of Greenwood Gearhart Inc.
8
The Adviser shall employ a fundamental approach for security analysis integrating economic, industry and company evaluations to identify an investment value for securities. Specifically, the basic process of fundamental analysis ...
Unlock Full Investment Process Description
GREENWOOD GEARHART Portfolio Concentration
GREENWOOD GEARHART Location
26 E CENTER ST
FAYETTEVILLE, Arkansas
UNITED STATES, 72701-4278
FAYETTEVILLE, Arkansas
UNITED STATES, 72701-4278
GREENWOOD GEARHART Contact Information
Phone Number: 479-521-5353
Fax Number: 479-521-5300
Website: http://www.greenwoodgearhart.com
Fax Number: 479-521-5300
Website: http://www.greenwoodgearhart.com
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