MITCHELL GROUP INC Overview

Mitchell Group Inc is an investment advisor that manages 899.5 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/02 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 113% of the manager's regulatory AUM.

MITCHELL GROUP INC StockAlpha

-2.3%
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

MITCHELL GROUP INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
APC 6.72% Energy 8.21% 0.04% 0 16%
DVN 6.69% Energy 8.48% -0.01% 0 9%
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FEATURED IN
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MITCHELL GROUP INC Founders and Key Employees

Name Title In Position Since
Rodney B. Mitchell Director April-1989
Ernest H. Groppe Director July-2003
Terry W. Jolly Chief Compliance Officer/Vice President/Director April-1990
Douglas M. Hohertz Chief Investment Officer/ Vice President/Director December-2010
Deborah A. Stephens Corporate Secretary/Vice President November-2006
Bradley W. Mitchell President/Director September-2013

MITCHELL GROUP INC Brokers, Custodians, Auditors and Administrators

Type Company

MITCHELL GROUP INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The Company’s analysis incorporates a top down economic analysis and a bottom up security analysis. The Company generates research internally and receives economic, geopolitical, energy supply and demand, and company specific research from a variety of external providers. Security analysis methods include bottom up fundamental analysis, cyclical analysis and technical analysis. Primary reliance is upon fundamental analysis, focused on the subject company’s internal condition and external environment, however, economic analysis, particularly of international conditions and trends, energy industry analysis and evaluation of geopolitical trends are also employed. The main sources of information that the Company uses include energy industry specific reports by a variety of providers, company specific presentations, Securities and Exchange Commission filings, financial newspapers and magazines, inspections of corpo...
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MITCHELL GROUP INC Portfolio Concentration

MITCHELL GROUP INC Location

1100 LOUISIANA ST
SUITE 5000
HOUSTON, Texas
UNITED STATES, 77002

MITCHELL GROUP INC Contact Information

Phone Number: 713-759-2070
Fax Number: 713-759-2079
Website:

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