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 09/30/16. The fund's latest filing disclosed 467MM in positions, representing 53% of the manager's regulatory AUM.

MCDANIEL TERRY & StockAlpha

-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

MCDANIEL TERRY & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NDSN 6.01% Industrials 6.43% -0.12% 1 4%
ITW 5.28% Industrials 4.47% -0.16% 0 15%
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FEATURED IN
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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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MCDANIEL TERRY & Portfolio Concentration

MCDANIEL TERRY & Location

2630 EXPOSITION BLVD STE 300
AUSTIN, Texas
UNITED STATES, 78703

MCDANIEL TERRY & Contact Information

Phone Number: 512-495-9500
Fax Number: 512-495-9415
Website:

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