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 06/30/17. The fund's latest filing disclosed 326MM in positions, representing 57% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 326MM in positions, representing 57% of the manager's regulatory AUM.
PENN DAVIS MCFARLAND StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PENN DAVIS MCFARLAND Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EPD | 9.03% | Energy | -1.08% | -0.65% | 0 | 10% | ||
| AAPL | 8.88% | Tech | 4.94% | -0.15% | 0 | 38% | ||
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FEATURED IN
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.
8
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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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.
8
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
DALLAS, Texas
UNITED STATES, 75204
PENN DAVIS MCFARLAND Contact Information
Phone Number: 214-871-2772
Fax Number: 214-953-0718
Website: null
Fax Number: 214-953-0718
Website: null
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