MITCHELL MCLEOD PUGH & Overview

Mitchell Mcleod Pugh & Williams Inc is an investment advisor that manages 722.3 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 114MM in positions, representing 16% of the manager's regulatory AUM.

MITCHELL MCLEOD PUGH & StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

MITCHELL MCLEOD PUGH & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.91% Tech -2.29% 0.01% 0 42%
XOM 2.43% Energy 0.61% -0.1% 0 29%
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MITCHELL MCLEOD PUGH & Founders and Key Employees

Name Title In Position Since
Douglas R. Mcleod Director/Shareholder/Vice President January-2006
Kyle C. Pugh Director/Shareholder/Vice President/Secretary/Treasurer January-2006
Richard Mitchell Director/Shareholder/President January-2006
Marion C. Williams Director/Shareholder/Vice President January-2006
Katherine M. Mcginley Chief Compliance Officer/Shareholder January-2006
Thomas B. Van Antwerp Director/Shareholder/Vice President April-2015

MITCHELL MCLEOD PUGH & Brokers, Custodians, Auditors and Administrators

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MITCHELL MCLEOD PUGH & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear.

Investment Strategies and Methods of Analysis - Investment advice and the methods by which we manage assets are a result of the client’s specific investment objectives and our analysis of various investment opportunities. The investment strategy for client accounts typically begins with a review of their financial information such as the assets / liabilities, cash flow, income requirements and tax status. Objectives are then set for the account, and a strategy is developed to meet those objectives.

We utilize varying combinations of individual common stocks and bonds, no-load mutual funds, exchange traded funds (ETFs), master limited partnerships (MLPs), and money market accounts to implement the client’s investment strategy. The process of how we analyze these different



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MITCHELL MCLEOD PUGH & Portfolio Concentration

MITCHELL MCLEOD PUGH & Location


MITCHELL MCLEOD PUGH & Contact Information

Phone Number: 251-471-2027
Fax Number: 251-471-2302
Website:

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