LEAVELL INVESTMENT Overview

Leavell Investment Management Inc. is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 23 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 679MM in positions, representing 49% of the manager's regulatory AUM.

LEAVELL INVESTMENT StockAlpha

-1.2%
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

LEAVELL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BSV 3.52% ETF -1.16% -0.09% 0 3%
VO 2.35% ETF 4.43% 0.01% 0 2%
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LEAVELL INVESTMENT Founders and Key Employees

Name Title In Position Since
Thomas W. Leavell Chairman Of The Board / Shareholder / Director / Executive Committee July-1979
Timothy S. Healey Vice President / Cio / Shareholder / Director / Executive Committee July-2004
Margaret H. Alves Chief Compliance Officer / Shareholder / Secretary February-2006
Janet R. Hayes Coo / Vice President / Shareholder / Director / Executive Committee July-2004
Michael C. Teel Vice President / Shareholder / Director December-2006
Mary S. Hope Vice President / Shareholder December-2006
Richard E. Anthony Vice President / Shareholder December-2006
Richard M. Stimpson Vice President / Shareholder / Director December-2006
Michael J. Hofto Vice President / Cfo / Shareholder / Treasurer / Director September-2007
John M. Williams Vice President / Shareholder December-2008
Eugene A. Grinstead President / Ceo / Shareholder January-2014
William K. Nicrosi Vice President / Shareholder July-2014

LEAVELL INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

LEAVELL INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investing in securities involves risk of loss that clients should be prepared to bear.

The investment philosophy of Leavell seeks to achieve positive relative and absolute investment returns. Investment goals are achieved over time through broad diversification, control of risk and realization of the benefits of compounding.

Building and managing portfolios to meet the objectives of individual clients encompasses a multitude of factors. Before beginning this process, however, Leavell assists the client in establishing realistic investment goals. Consideration is given to such factors as income requirements, liquidity needs, capital growth objectives, tax considerations, levels of risk tolerance, and investment time horizons.


Next, a strategy is defined to achieve those goals through the allocation of assets among various asset classes. Securities within these asset classes may incl...
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LEAVELL INVESTMENT Portfolio Concentration

LEAVELL INVESTMENT Location

210 SAINT JOSEPH STREET
MOBILE, Alabama
UNITED STATES, 36602

LEAVELL INVESTMENT Contact Information

Phone Number: 251-433-3709
Fax Number: 251-433-3723
Website:

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