PATTON ALBERTSON & Overview

Patton Albertson & Miller Llc is an investment advisor that manages 525.7 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 227MM in positions, representing 43% of the manager's regulatory AUM.

PATTON ALBERTSON & StockAlpha

-2.2%
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

PATTON ALBERTSON & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ITOT 17.92% ETF 1.78% 0.04% 3 0%
AGG 4.56% ETF -3.38% -0.18% 0 3%
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FEATURED IN
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PATTON ALBERTSON & Founders and Key Employees

Name Title In Position Since
John M. Albertson Principal, Director Of Client Services March-2003
James B. Patton Managing Principal And Ceo March-2003
William P. Miller Principal, Chief Investment Officer March-2003
Lisa M. Bryant Chief Compliance Officer September-2012

PATTON ALBERTSON & Brokers, Custodians, Auditors and Administrators

Type Company

PATTON ALBERTSON & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS


We use the following methods of analysis in formulating our investment advice and/or managing client assets:


Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).


Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.


Technical Analysis. We analyze past market movements and apply that analysis to the present in a...
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PATTON ALBERTSON & Portfolio Concentration

PATTON ALBERTSON & Location

231 RIVERSIDE DRIVE
SUITE 105
MACON, Georgia
UNITED STATES, 31201

PATTON ALBERTSON & Contact Information

Phone Number: 478-742-5554
Fax Number: 478-742-5542
Website:

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