SMITH SALLEY & Overview

Smith Salley & Associates is an investment advisor that manages 1 BN dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 451MM in positions, representing 44% of the manager's regulatory AUM.

SMITH SALLEY & StockAlpha

-2.6%
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

SMITH SALLEY & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.87% Tech 8.31% 0.24% 0 36%
AAPL 3.04% Tech 1.31% -0.02% 0 42%
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FEATURED IN
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SMITH SALLEY & Founders and Key Employees

Name Title In Position Since
George G. Smith Managing Member/Chief Executive Officer November-2003
George M. Salley Member/Chief Investment Officer December-2003
Andrew D. Davis Member/Chief Compliance Officer March-2007
Edmund S. Batchelor Member April-2007
James S. Agnew Member April-2007

SMITH SALLEY & Brokers, Custodians, Auditors and Administrators

Type Company

SMITH SALLEY & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Investment Strategies
SSA manages portfolios using fundamental and technical analysis. During our interview process, we examine your risk tolerance, investment needs and objectives, time horizon, and income needs in order to create an Investment Policy Statement. This Statement forms the basis of the asset allocation determined to manage your account.

We use a bottom-up, fundamental approach to investing. That means we focus on individual companies, not just sectors. In order to ensure diversification, we determine sector weightings in your portfolio, but we use fundamental analysis to select companies within the sector. We sell a particular holding when our initial reason for buying it is no
Risk of Loss
All investment programs have certain risks that are borne by the investor, including the loss of principal invested. Our investment approach constantly keeps ...
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SMITH SALLEY & Portfolio Concentration

SMITH SALLEY & Location

300 EAST WENDOVER AVENUE
SUITE 301
GREENSBORO, North Carolina
UNITED STATES, 27401

SMITH SALLEY & Contact Information

Phone Number: 336-379-7556
Fax Number: 336-379-8606
Website:

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