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 09/30/16. The fund's latest filing disclosed 209MM in positions, representing 56% of the manager's regulatory AUM.

RAMSAY STATTMAN VELA & StockAlpha

-2.4%
Top 25%
3yr StockAlpha Register for more...

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

RAMSAY STATTMAN VELA & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BDX 3.96% Health -7.9% -0.14% 0 13%
PEP 3.77% Cons. Staples -6.83% -0.08% 0 25%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

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...
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

RAMSAY STATTMAN VELA & Contact Information

Phone Number: 719-473-6925
Fax Number: 719-473-8379
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A