JAMISON EATON & WOOD Overview

Jamison Eaton & Wood Inc is an investment advisor that manages 937.5 MM dollars in regulatory AUM and has 16 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 03/31/15. The fund's latest filing disclosed 351MM in positions, representing 37% of the manager's regulatory AUM.

JAMISON EATON & WOOD StockAlpha

-1.8%
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

JAMISON EATON & WOOD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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JAMISON EATON & WOOD Founders and Key Employees

Name Title In Position Since
Keith H. Wood Chief Executive Officer September-1972
Ernest Cruikshank Executive Vice President December-1988
Donald B. Stott Shareholder November-1992
Frederick E. Thalmann Executive Vice President April-1996
Peter F. Muratore Shareholder January-2000
William F. Gadsden Executive Vice President September-2004
Keith H. Wood Chief Compliance Officer April-2013

JAMISON EATON & WOOD Brokers, Custodians, Auditors and Administrators

Type Company

JAMISON EATON & WOOD Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)

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• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)

Please Note: Investment Risk. D...
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JAMISON EATON & WOOD Portfolio Concentration

JAMISON EATON & WOOD Location

135 ROUTE 202/206, SUITE 10
BEDMINSTER, New Jersey
UNITED STATES, 07921

JAMISON EATON & WOOD Contact Information

Phone Number: 973-635-6700
Fax Number: 908-532-0193
Website:

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