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 06/30/19. The fund's latest filing disclosed 663MM in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 06/30/19. The fund's latest filing disclosed 663MM in positions, representing 65% of the manager's regulatory AUM.
SMITH SALLEY & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SMITH SALLEY & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.24% | Tech | 2.43% | -0.01% | 0 | 40% | ||
| AAPL | 3.13% | Tech | 10.95% | 0.26% | 0 | 37% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
SMITH SALLEY & Portfolio Concentration
SMITH SALLEY & Location
300 EAST WENDOVER AVENUE
SUITE 301
GREENSBORO, North Carolina
UNITED STATES, 27401
SUITE 301
GREENSBORO, North Carolina
UNITED STATES, 27401
SMITH SALLEY & Contact Information
Phone Number: 336-379-7556
Fax Number: 336-379-8606
Website: http://www.smith-salley.com
Fax Number: 336-379-8606
Website: http://www.smith-salley.com
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Disclaimer
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