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 09/30/16. The fund's latest filing disclosed 667MM in positions, representing 85% of the manager's regulatory AUM.

RAY GERALD L & StockAlpha

+13%
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

RAY GERALD L & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LUV 5.2% Industrials 21.03% 0.69% 0 18%
CELG 4.06% Health 13.72% 0.85% 0 20%
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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

Type Company

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...
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RAY GERALD L & Portfolio Concentration

RAY GERALD L & Location

1445 ROSS AVENUE, SUITE 5600
DALLAS, Texas
UNITED STATES, 75202

RAY GERALD L & Contact Information

Phone Number: 214-954-1900
Fax Number: 214-954-1274
Website:

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