HERNDON CAPITAL Overview

Herndon Capital Management Llc is an investment advisor that manages 8 BN dollars in regulatory AUM and has 47 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 25% of the manager's regulatory AUM.

HERNDON CAPITAL StockAlpha

-3.5%
Top 25%
3yr StockAlpha Register for more...

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

HERNDON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AES 3.94% Utilities -6.99% -0.15% 1 7%
SPGI 3.54% Financials -9.48% -1.15% 0 12%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

HERNDON CAPITAL Founders and Key Employees

Name Title In Position Since
Kenneth R. Holley Executive Committee Member/Chief Investment Officer/Principal January-2002
Drake J. Craig Executive Committee Member/President/Chief Operations Officer/Principal January-2002
Randell A. Cain Executive Committee Member/Principal June-2002
Annette M. Marshall Chief Compliance Officer January-2006
Kathi E. Edwards Chief Of Staff March-2015

HERNDON CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

HERNDON CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

HCM uses traditional bottom-up fundamental analysis to identify securities for inclusion in client portfolios. HCM attempts to measure the intrinsic value of a security by looking at economic and financial factors to determine if the company is underpriced or overpriced relative to the market. HCM employs both quantitative and qualitative screens to distinguish attractive, financially sound companies with strong management teams.
Information about the specific investment strategies offered by HCM follows: Large Capitalization US Growth Equity
HCM’s Large Cap Growth strategy is designed to give investors’ exposure to the stocks of large cap companies that, on average, offer growth characteristics greater than that of the broader market.

HCM’s growth philosophy evolves from the belief that stock price movements are greatly influenced by earnings, particularly changes in earnings and quality of ...
Unlock Full Investment Process Description

HERNDON CAPITAL Portfolio Concentration

HERNDON CAPITAL Location

191 PEACHTREE STREET, NE
SUITE 2500
ATLANTA, Georgia
UNITED STATES, 30303

HERNDON CAPITAL Contact Information

Phone Number: 404-232-8801
Fax Number: 404-232-8815
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A