RICHARD C. YOUNG & Overview

Richard C. Young & Company . Ltd. is an investment advisor that manages 999.5 MM dollars in regulatory AUM and has 13 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 463MM in positions, representing 46% of the manager's regulatory AUM.

RICHARD C. YOUNG & StockAlpha

-2.1%
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

RICHARD C. YOUNG & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GLD 7.96% ETF -10.74% -0.89% 0 18%
VHT 5.14% ETF -5.31% -0.35% 0 3%
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FEATURED IN
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RICHARD C. YOUNG & Founders and Key Employees

Name Title In Position Since
Richard C. Young Chairman November-1989
Matthew A. Young President & Ceo July-1997
Christopher J. Stack Senior Vice President / Chief Compliance Officer January-2007
Amy L. Evans Senior Vice President January-2007
Jeremy D. Jones Chief Investment Officer January-2007

RICHARD C. YOUNG & Brokers, Custodians, Auditors and Administrators

Type Company

RICHARD C. YOUNG & 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 analyzing economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the security 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 security.

Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize recurr...
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RICHARD C. YOUNG & Portfolio Concentration

RICHARD C. YOUNG & Location

98 WILLIAM STREET
NEWPORT, Rhode Island
UNITED STATES, 02840

RICHARD C. YOUNG & Contact Information

Phone Number: 401-849-2137
Fax Number: 401-849-0002
Website:

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