PROFESSIONAL Overview

Professional Advisory Services Inc is an investment advisor that manages 741.1 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 439MM in positions, representing 59% of the manager's regulatory AUM.

PROFESSIONAL StockAlpha

-1.8%
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

PROFESSIONAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PEP 4.21% Cons. Staples -5.39% -0.08% 0 25%
PCLN 4.17% Cons. Disc. 5.25% -0.02% 0 24%
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FEATURED IN
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PROFESSIONAL Founders and Key Employees

Name Title In Position Since
Ken M. Ligon Vice President, Class A Shareholder, Partner December-1993
David A. Jaffe President, Class A Shareholder, Partner January-2004
Carol L. Bieber Secretary/Treasurer/Chief Compliance Officer, Class A Shareholder, Partner January-2004

PROFESSIONAL Brokers, Custodians, Auditors and Administrators

Type Company

PROFESSIONAL Investment Strategy

Item 8: Investment Strategy, Methods of Analysis, and Risk of Loss

Investment Strategy
PASI invests client funds in two primary asset classes – equities and fixed income. Our goal for
the equity portfolio is capital appreciation and dividend income while moderating risk through diversification and equity selection. PASI primarily invests in high-quality large capitalization growth stocks, with a mix of small and mid-capitalization companies. We prefer companies that are leaders in their industries, trading at attractive valuations, with a history of consistent earnings growth, increasing dividends, and a strong balance sheet. We do not invest in limited partnerships, private equity, hedge funds, currencies, precious metals, commodities, insurance products, or derivatives. On the fixed income side, PASI purchases primarily investment grade corporate bonds, and, where appropriate, investment grade tax-free municipal bonds.




Methods of Analysis: ...
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PROFESSIONAL Portfolio Concentration

PROFESSIONAL Location

2770 INDIAN RIVER BLVD
SUITE 204
VERO BEACH, Florida
UNITED STATES, 32960

PROFESSIONAL Contact Information

Phone Number: 772-778-0552
Fax Number: 772-770-2979
Website:

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