PETTYJOHN WOOD & WHITE Overview

Pettyjohn Wood & White Inc is an investment advisor that manages 389.3 MM dollars in regulatory AUM and has 7 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 210MM in positions, representing 54% of the manager's regulatory AUM.

PETTYJOHN WOOD & WHITE 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

PETTYJOHN WOOD & WHITE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 4.82% Energy 0.61% -0.2% 0 29%
SPY 4.26% ETF 1.56% 0% 0 29%
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PETTYJOHN WOOD & WHITE Founders and Key Employees

Name Title In Position Since
William N. Mays Director/Vice Chairman Of The Board/Asst Secretary December-2012
John D. Doyle Chairman/Chairman Of The Board December-2012
Eric J. Sorenson Director December-2012
Gorham B. Wood Director/President/Shareholder December-2012
Charles B. White Director/Secretary-Treasurer/Shareholder/Chief Compliance Officer December-2012

PETTYJOHN WOOD & WHITE Brokers, Custodians, Auditors and Administrators

Type Company

PETTYJOHN WOOD & WHITE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

In managing client assets, our priorities are as follows: 1) Maintain and implement prudent risk management disciplines to preserve client wealth; and 2) Design and execute a reasonable, long- term strategy to engineer a competitive rate of total return. We then focus our time and energy on effectively managing the details of each client relationship.

We generally manage balanced portfolios with an emphasis on both appreciation and generation of current income.



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For new clients, our process typically begins with an analysis of each client’s total financial picture. Factors considered in establishing a client’s risk profile and investment objectives include, but are not limited to: time horizon, projected liquidity and income needs, tax considerations (capital gains, estate, and income tax), concentrated positions, and securities held elsewhere, legal and regulatory consideration...
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PETTYJOHN WOOD & WHITE Portfolio Concentration

PETTYJOHN WOOD & WHITE Location

1925 ATHERHOLT ROAD
LYNCHBURG, Virginia
UNITED STATES, 24501

PETTYJOHN WOOD & WHITE Contact Information

Phone Number: 434-845-1266
Fax Number: 434-845-2904
Website:

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