PENN DAVIS MCFARLAND Overview

Penn Davis Mcfarland Inc is an investment advisor that manages 571.8 MM dollars in regulatory AUM and has 10 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 376MM in positions, representing 66% of the manager's regulatory AUM.

PENN DAVIS MCFARLAND 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

PENN DAVIS MCFARLAND Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QCOM 10.25% Tech 0.81% -0.1% 0 23%
EPD 9.02% Energy -5.86% -1.27% 0 13%
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PENN DAVIS MCFARLAND Founders and Key Employees

Name Title In Position Since
John S. Mcfarland President March-1977
Frederick M. Penn Sr. Vice-President March-1977
John H. Davis Sr. Vice-President March-1977
Robert V. Ogden Vice-President September-1986
John S. Mcfarland Cco March-1977

PENN DAVIS MCFARLAND Brokers, Custodians, Auditors and Administrators

Type Company

PENN DAVIS MCFARLAND Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Investment Strategies
Our primary investment strategy is to invest in common stocks, bonds, and cash and cash equivalents which in our estimation offer attractive return potential relative to the risk of permanent loss. We evaluate each investment on a case by case basis using primarily fundamental analysis.



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Penn Davis McFarland, Inc.


Fundamental analysis is a type of analysis where one evaluates a range of quantitative and qualitative factors with respect to a business in order to ascribe a fair value to that business. In conducting such analysis we will frequently review regulatory filings such as annual reports (e.g. SEC form 10-K or 20-F), quarterly reports (e.g. SEC form 10-Q), proxy statements (e.g. SEC form DEF 14A), registration statements (e.g. SEC form S-1 or F-1), and currents reports (e.g. Form 8-K). In addition we may refer to macroeconomic statistics fr...
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PENN DAVIS MCFARLAND Portfolio Concentration

PENN DAVIS MCFARLAND Location

2626 COLE AVE STE 504
DALLAS, Texas
UNITED STATES, 75204

PENN DAVIS MCFARLAND Contact Information

Phone Number: 214-871-2772
Fax Number: 214-953-0718
Website:

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