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 03/31/19. The fund's latest filing disclosed 524MM in positions, representing 52% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/19. The fund's latest filing disclosed 524MM in positions, representing 52% of the manager's regulatory AUM.
RICHARD C. YOUNG & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RICHARD C. YOUNG & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GLD | 7.92% | ETF | -0.73% | -0.04% | 0 | 10% | ||
| NSC | 3.42% | Industrials | 6.11% | 0.3% | 0 | 16% | ||
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FEATURED IN
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 |
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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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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
NEWPORT, Rhode Island
UNITED STATES, 02840
RICHARD C. YOUNG & Contact Information
Phone Number: 401-849-2137
Fax Number: 401-849-0002
Website: http://www.younginvestments.com
Fax Number: 401-849-0002
Website: http://www.younginvestments.com
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Disclaimer
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