SALEM INVESTMENT Overview
Salem Investment Counselors Inc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 936MM in positions, representing 71% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 936MM in positions, representing 71% of the manager's regulatory AUM.
SALEM INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SALEM INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.2% | Tech | 9.11% | 0.23% | 0 | 40% | ||
| PEP | 3.52% | Cons. Staples | 0.94% | 0.01% | 0 | 24% | ||
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FEATURED IN
SALEM INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William R. Watson | Secretary/Treasurer | June-1982 |
| David B. Rea | Executive Vice President | January-2002 |
| Dale M. Brown | President | January-2002 |
| Jeffrey C. Howard | Vice President | January-1996 |
| George G. Keener | Chief Compliance Officer | June-2007 |
| Kenneth S. Jones | Vice President | July-2010 |
SALEM INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SALEM INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Salem Investment Counselors designs portfolios to meet the client’s return objective and risk tolerance. Salem believes that equities should be the foundation of most investment portfolios. Salem does not believe that "timing" the stock market through anticipating periods of rising and falling stock prices can successfully be done on a consistent basis. Salem selects equities for client investment which have one or more of the following characteristics:
Established companies with above average prospects for growth. These companies will have strong performance records, solid market positions, high margins and return on equity and reasonable financial strength.
Small and medium-sized companies that may be out of favor or not closely followed by investors and are selling at prices which do not adequately reflect their long-term business potential.
Companies in industri...
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Salem Investment Counselors designs portfolios to meet the client’s return objective and risk tolerance. Salem believes that equities should be the foundation of most investment portfolios. Salem does not believe that "timing" the stock market through anticipating periods of rising and falling stock prices can successfully be done on a consistent basis. Salem selects equities for client investment which have one or more of the following characteristics:
Established companies with above average prospects for growth. These companies will have strong performance records, solid market positions, high margins and return on equity and reasonable financial strength.
Small and medium-sized companies that may be out of favor or not closely followed by investors and are selling at prices which do not adequately reflect their long-term business potential.
Companies in industri...
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SALEM INVESTMENT Portfolio Concentration
SALEM INVESTMENT Location
480 SHEPHERD STREET
WINSTON SALEM, North Carolina
UNITED STATES, 27103
WINSTON SALEM, North Carolina
UNITED STATES, 27103
SALEM INVESTMENT Contact Information
Phone Number: 336-768-7230
Fax Number: 336-760-2512
Website: https://www.saleminvestment.com
Fax Number: 336-760-2512
Website: https://www.saleminvestment.com
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