MCDANIEL TERRY & Overview
Mcdaniel Terry & Company is an investment advisor that manages 883.1 MM dollars in regulatory AUM and has 14 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 918MM in positions, representing 104% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 918MM in positions, representing 104% of the manager's regulatory AUM.
MCDANIEL TERRY & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MCDANIEL TERRY & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 9.67% | Tech | 13.35% | 0.33% | 0 | 53% | ||
| AAPL | 6.45% | Tech | 9.89% | -0.01% | 0 | 45% | ||
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FEATURED IN
MCDANIEL TERRY & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Terry P. Mcdaniel | Chairman | June-1985 |
| Claude K. Turlington | President | October-2014 |
| Dina R. Mason | Chief Compliance Officer | June-2014 |
MCDANIEL TERRY & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MCDANIEL TERRY & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios. The firm requires that each of these analysts hold a Chartered Financial Analyst credential issued by the CFA Institute, or that the analyst be enrolled in the CFA program working toward that credential. The CFA program, requiring a series of three examinations on analytical matters generally taken over three years, is recognized world-wide as a high standard in the investment industry.
Our analysis of stock investments is a “bottom-up” approach relying heavily on study of the subject company’s financial statements, products and services, markets, competition, management, regulatory matters and prospects. Each analyst is also responsible for on-site visits to companies.
Our analysis of bond investments emphasizes high credit worthiness and liquidity.
Each p...
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The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios. The firm requires that each of these analysts hold a Chartered Financial Analyst credential issued by the CFA Institute, or that the analyst be enrolled in the CFA program working toward that credential. The CFA program, requiring a series of three examinations on analytical matters generally taken over three years, is recognized world-wide as a high standard in the investment industry.
Our analysis of stock investments is a “bottom-up” approach relying heavily on study of the subject company’s financial statements, products and services, markets, competition, management, regulatory matters and prospects. Each analyst is also responsible for on-site visits to companies.
Our analysis of bond investments emphasizes high credit worthiness and liquidity.
Each p...
Get the Full Report
MCDANIEL TERRY & Portfolio Concentration
MCDANIEL TERRY & Location
2630 EXPOSITION BLVD STE 300
AUSTIN, Texas
UNITED STATES, 78703
AUSTIN, Texas
UNITED STATES, 78703
MCDANIEL TERRY & Contact Information
Phone Number: 512-495-9500
Fax Number: 512-495-9415
Website: http://www.tmcdanco.com
Fax Number: 512-495-9415
Website: http://www.tmcdanco.com
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