LOWE BROCKENBROUGH & Overview

Lowe Brockenbrough & Company Inc is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 23 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 580MM in positions, representing 24% of the manager's regulatory AUM.

LOWE BROCKENBROUGH & StockAlpha

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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

LOWE BROCKENBROUGH & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 4.7% Energy 2.87% -0.18% 0 29%
PM 2.61% Cons. Staples -7.18% -0.13% 0 24%
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FEATURED IN
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LOWE BROCKENBROUGH & Founders and Key Employees

Name Title In Position Since
Austin Brockenbrough Iii Managing Director & Chairman Of The Board July-1970
Charles M. Caravati Managing Director & Secretary December-1998
David A. Lyons Managing Director & Treasurer September-2000
Page T. Reece Chief Compliance Officer September-2004
Austin Brockenbrough Iv Managing Director & President December-2005

LOWE BROCKENBROUGH & Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
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Custodian Pro

LOWE BROCKENBROUGH & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Proprietary Investment Strategies


LB&C’s investment management services include large cap core equity management, taxable fixed income management and tax-exempt fixed income management.



Separately Managed Equity Strategies


LB&C believes that stocks of larger, well-capitalized companies producing sustainable, above- average earnings growth when purchased at reasonable valuations, should produce superior returns for our clients. In an effort to realize such returns, LB&C employs a process which combines an experienced team of investment professionals with proven quantitative research and fundamental disciplines.
Our firm offers the following separately managed equity strategies; Earnings Driven, Earnings
Driven Select and Equity Income. The investment strategies are described below.


12
Earnings Driven Strategies
Earnings Driven
Earnings ...
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LOWE BROCKENBROUGH & Portfolio Concentration

LOWE BROCKENBROUGH & Location

1802 BAYBERRY CT.
SUITE 400
RICHMOND, Virginia
UNITED STATES, 23226-3767

LOWE BROCKENBROUGH & Contact Information

Phone Number: 804-288-0404
Fax Number: 804-288-7872
Website:

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