PATTEN GROUP INC. Overview

Patten Group Inc. is an investment advisor that manages 326.4 MM dollars in regulatory AUM and has 8 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 210MM in positions, representing 64% of the manager's regulatory AUM.

PATTEN GROUP INC. StockAlpha

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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

PATTEN GROUP INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
KO 4.8% Cons. Staples -3.83% 0.04% 0 27%
KMB 4.32% Cons. Staples -9.54% -0.19% 0 15%
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PATTEN GROUP INC. Founders and Key Employees

Name Title In Position Since
Zeboim C. Patten Principal March-2014
William J. Bankston Chief Compliance Officer March-2014

PATTEN GROUP INC. Brokers, Custodians, Auditors and Administrators

Type Company

PATTEN GROUP INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis and Investment Strategies

The Patten Group primarily utilizes fundamental analysis and secondarily technical analysis for the selection of investments. Using a combination of these metrics, the Firm seeks to diversify client portfolios across multiple asset classes, in accordance with their individual investment goals, objectives, risk tolerance, time horizon and other relevant factors.

Fundamental analysis is performed using historical and current data in an attempt to forecast the value of the security. It includes evaluation at the macro-economic and industry level, as well as entity specific analysis including, but not limited to, review of the financial statements and condition, the competitive position, the business strategies and the management. As part of this due diligence process, The Patten Group may review information from a broad range of sources such as SEC fi...
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PATTEN GROUP INC. Portfolio Concentration

PATTEN GROUP INC. Location

832 GEORGIA AVENUE
SUITE 360
CHATTANOOGA, Tennessee
UNITED STATES, 37402

PATTEN GROUP INC. Contact Information

Phone Number: 423-531-0360
Fax Number: 423-805-3920
Website:

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