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 03/31/17. The fund's latest filing disclosed 779MM in positions, representing 56% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 779MM in positions, representing 56% of the manager's regulatory AUM.
LEAVELL INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LEAVELL INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHO | 6.56% | ETF | 0.42% | -0.08% | 4 | 1% | ||
| BSV | 2.97% | ETF | 0.89% | -0.02% | 0 | 2% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
LEAVELL INVESTMENT Portfolio Concentration
LEAVELL INVESTMENT Location
210 SAINT JOSEPH STREET
MOBILE, Alabama
UNITED STATES, 36602
MOBILE, Alabama
UNITED STATES, 36602
LEAVELL INVESTMENT Contact Information
Phone Number: 251-433-3709
Fax Number: 251-433-3723
Website: http://www.leavellinvestments.com
Fax Number: 251-433-3723
Website: http://www.leavellinvestments.com
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