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 09/30/16. The fund's latest filing disclosed 766MM in positions, representing 58% of the manager's regulatory AUM.

SALEM INVESTMENT StockAlpha

-1.5%
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

SALEM INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.11% Tech -2.29% 0.01% 0 42%
PEP 4.09% Cons. Staples -6.83% -0.08% 0 25%
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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 Portfolio Concentration

SALEM INVESTMENT Location

480 SHEPHERD STREET
WINSTON SALEM, North Carolina
UNITED STATES, 27103

SALEM INVESTMENT Contact Information

Phone Number: 336-768-7230
Fax Number: 336-760-2512
Website:

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