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 09/30/16. The fund's latest filing disclosed 244MM in positions, representing 95% of the manager's regulatory AUM.

GREENWOOD GEARHART StockAlpha

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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

GREENWOOD GEARHART Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WMT 3.61% Cons. Staples -2.13% 0% 0 24%
JNJ 2.88% Health -4.31% -0.02% 0 34%
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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 ...
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GREENWOOD GEARHART Portfolio Concentration

GREENWOOD GEARHART Location

26 E CENTER ST
FAYETTEVILLE, Arkansas
UNITED STATES, 72701-4278

GREENWOOD GEARHART Contact Information

Phone Number: 479-521-5353
Fax Number: 479-521-5300
Website:

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