MARTIN & COMPANY INC Overview

Martin & Company Inc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 12 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 303MM in positions, representing 18% of the manager's regulatory AUM.

MARTIN & COMPANY INC 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

MARTIN & COMPANY INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLK 3.44% ETF 1.09% -0.11% 0 8%
XLY 2.75% ETF 5.1% 0.03% 0 10%
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FEATURED IN
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MARTIN & COMPANY INC Founders and Key Employees

Name Title In Position Since
Alan D. Martin Chairman Emeritus April-2014
Ted L. Flickinger Director And Executive Vice President June-1999
William E. Woodson Director, Chairman And Chief Executive Officer January-1998
David R. Jagels Chief Financial Officer January-1998
Pamela P. Fansler Director January-2004
Rhomes C. Aur Director March-2005
Michael W. Holt Director And President April-2014
James H. Atchley Director February-2013
Andrew N. Chalache Chief Compliance Officer And Vice President April-2014
David W. Miller Director February-2013

MARTIN & COMPANY INC Brokers, Custodians, Auditors and Administrators

Type Company

MARTIN & COMPANY INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss




PRINCIPAL INVESTMENT STRATEGIES

Martin & Company offers discretionary investment strategies for equity, fixed income and balanced accounts.

Equity strategies include the Enhanced Diversification Strategy (primarily invested in a diversified portfolio of U.S. equity securities, including exchange traded funds, that

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represent the broad U.S. equity markets and exchange traded funds that represent the international equity markets), the Small-Cap Strategy (primarily invested in a diversified portfolio of U.S. equity securities made up of companies with small market capitalizations) and the Opportunity Strategy (primarily invested in a diversified portfolio of U.S. equity securities made up of companies across all market capitalization segments). Using proprietary valuation models, equity portfolios are comprised of individual equity securities and, in the Enhanced Diversific...
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MARTIN & COMPANY INC Portfolio Concentration

MARTIN & COMPANY INC Location

TWO CENTRE SQUARE, SUITE 200
625 SOUTH GAY ST
KNOXVILLE, Tennessee
UNITED STATES, 37902-1669

MARTIN & COMPANY INC Contact Information

Phone Number: 865-541-4747
Fax Number: 865-546-9638
Website:

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