RAY GERALD L & Overview
Ray Gerald L & Associates Ltd is an investment advisor that manages 781.7 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/17. The fund's latest filing disclosed 802MM in positions, representing 103% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/17. The fund's latest filing disclosed 802MM in positions, representing 103% of the manager's regulatory AUM.
RAY GERALD L & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RAY GERALD L & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
RAY GERALD L & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gerald L. Ray | Chairman Of Board | March-2004 |
| Lynette K. Heil | Chief Compliance Officer/Chief Financial Officer | April-2011 |
RAY GERALD L & Brokers, Custodians, Auditors and Administrators
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RAY GERALD L & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Our investment process is client-driven, allowing our portfolio managers ample opportunity to provide you with the advice and asset management skills needed to make the most of your investments. We begin the investment process by identifying your needs and objectives. We then determine an appropriate allocation strategy and create a customized portfolio for you. Our security analysis methods include charting, fundamental and technical analysis. The main sources of information we use include financial newspapers and magazines, inspection of corporate activities, research materials prepared by others, corporate rating services, timing services, annual
reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Investment strategies include
long term purchases (securities held at least one year)
short term purchases (securities sold wit...
Unlock Full Investment Process Description
A. Our investment process is client-driven, allowing our portfolio managers ample opportunity to provide you with the advice and asset management skills needed to make the most of your investments. We begin the investment process by identifying your needs and objectives. We then determine an appropriate allocation strategy and create a customized portfolio for you. Our security analysis methods include charting, fundamental and technical analysis. The main sources of information we use include financial newspapers and magazines, inspection of corporate activities, research materials prepared by others, corporate rating services, timing services, annual
reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Investment strategies include
long term purchases (securities held at least one year)
short term purchases (securities sold wit...
Unlock Full Investment Process Description
RAY GERALD L & Portfolio Concentration
RAY GERALD L & Location
1445 ROSS AVENUE, SUITE 5600
DALLAS, Texas
UNITED STATES, 75202
DALLAS, Texas
UNITED STATES, 75202
RAY GERALD L & Contact Information
Phone Number: 214-954-1900
Fax Number: 214-954-1274
Website: http://geraldray.com
Fax Number: 214-954-1274
Website: http://geraldray.com
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