JOLLEY ASSET Overview

Jolley Asset Management Llc is an investment advisor that manages 218.5 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 124MM in positions, representing 57% of the manager's regulatory AUM.

JOLLEY ASSET StockAlpha

-2.2%
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

JOLLEY ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMAT 4.12% Tech 4.61% 0.29% 0 19%
CSCO 3.51% Tech -7.02% -0.17% 0 30%
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FEATURED IN
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JOLLEY ASSET Founders and Key Employees

Name Title In Position Since
Frank G. Jolley President, Managing Member, Chief Investment Officer July-1998
William A. Vogel Member July-1998
Terry W. Sapp Vice President - Chief Compliance Officer February-2006

JOLLEY ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

JOLLEY ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS


Fundamental Analysis
In making portfolio decisions, we typically utilize fundamental analysis, which involves analyzing the company balance sheet, income statement, management and the company’s competitive advantages in the market place. We also consider the overall state of the economy, interest rates and attempt to determine whether the company’s underlying prospects will be impacted positively or negatively by those economic trends.


Equity Investments
In managing portfolios, we utilize a value approach where we attempt to find companies that we believe trade at a significant discount to their estimated intrinsic value, with the expectation that over a reasonable time period, the discount will narrow or disappear. Investments are made with the concept
of a “margin of safety”, which we believe lessens the chance of a permanent loss of capital. B...
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JOLLEY ASSET Portfolio Concentration

JOLLEY ASSET Location

210 BRYANT STREET
SUITE A
ROCKY MOUNT, North Carolina
UNITED STATES, 27804

JOLLEY ASSET Contact Information

Phone Number: 252-451-1450
Fax Number: 252-451-7899
Website:

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