JOHN G ULLMAN & Overview

John G Ullman & Associates Inc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 35 employees, of which 22 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 735MM in positions, representing 67% of the manager's regulatory AUM.

JOHN G ULLMAN & 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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JOHN G ULLMAN & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EMR 4.94% Industrials 4.52% -0.29% 0 13%
PFE 3.76% Health 16.64% 0.45% 0 29%
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JOHN G ULLMAN & Founders and Key Employees

Name Title In Position Since
John G. Ullman President, Treasurer, Director August-1978
Barbara L. Ullman First Vice President, Director August-1978
Thomas G. Snow Senior Vice President July-1982
Robert E. Cole Director January-1979
Karen B. Meriwether Senior Vice President January-1984
Jennifer E. Krasnansky Chief Compliance Officer February-2007
John D. Nozell Director February-2007
Arthur F. Kirk Director February-2007
Cary A. Muggleton Senior Vp Business Development December-2002
Peter J. Winnett Vice President February-2008
Darren L. Wilcox Corporate Secretary February-2009
Jerry L. Horton Senior Vp/Controller February-2008
Jason D. Nickerson Senior Vice President March-2014
Robert C. Andolina Director March-2010
David B. Hale Director February-2011
Howard J. Zingler Director March-2012
John G. Ullman Director March-2015

JOHN G ULLMAN & Brokers, Custodians, Auditors and Administrators

Type Company

JOHN G ULLMAN & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

JGUA recommends securities based on fundamental and technical analysis methods. To identify undervalued securities JGUA uses an inherent value technique including the evaluation of financial position, product and market factors, and management. In its analysis JGUA relies strictly on public information including research materials, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, company press releases, newspapers and magazines, and inspections of corporate activities. JGUA has contractual relationships with members of the New York Stock Exchange (broker-dealers) to provide institutional research for the benefit of all clients.

Our approach combines a strategic asset allocation, including preferred investment sectors, with substantially individual security selection. Valued Based analyses are emphasized for most equity security decisi...
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JOHN G ULLMAN & Portfolio Concentration

JOHN G ULLMAN & Location


JOHN G ULLMAN & Contact Information

Phone Number: 607-936-3785
Fax Number: 607-936-8361



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