RAMSAY STATTMAN VELA & Overview
Ramsay Stattman Vela & Price Inc. is an investment advisor that manages 369.7 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 403MM in positions, representing 109% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 403MM in positions, representing 109% of the manager's regulatory AUM.
RAMSAY STATTMAN VELA & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RAMSAY STATTMAN VELA & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.18% | Tech | 4.53% | -0.42% | 0 | 43% | ||
| MSFT | 7.04% | Tech | 4.1% | -0.4% | 0 | 55% | ||
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FEATURED IN
RAMSAY STATTMAN VELA & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven R. Vela | President, Chief Compliance Officer | February-2000 |
| Frederick B. Stattman | Vice President, Treasurer | February-2000 |
| Philip S. Price | Vice President/Secretary | February-2000 |
| John W. Herdje | Managing Director | September-2009 |
RAMSAY STATTMAN VELA & Brokers, Custodians, Auditors and Administrators
| Type | Company |
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RAMSAY STATTMAN VELA & 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 an attempt to recognize r...
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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 an attempt to recognize r...
Unlock Full Investment Process Description
RAMSAY STATTMAN VELA & Portfolio Concentration
RAMSAY STATTMAN VELA & Location
2 N. CASCADE AVE., STE 810
COLORADO SPRINGS, Colorado
UNITED STATES, 80903
COLORADO SPRINGS, Colorado
UNITED STATES, 80903
RAMSAY STATTMAN VELA & Contact Information
Phone Number: 719-473-6925
Fax Number: 719-473-8379
Website: http://www.rsvp-invest.com
Fax Number: 719-473-8379
Website: http://www.rsvp-invest.com
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