SOUTH TEXAS MONEY Overview
South Texas Money Management Ltd is an investment advisor that manages 2.6 BN dollars in regulatory AUM and has 60 employees, of which 26 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 06/30/19. The fund's latest filing disclosed 2BN in positions, representing 90% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 06/30/19. The fund's latest filing disclosed 2BN in positions, representing 90% of the manager's regulatory AUM.
SOUTH TEXAS MONEY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SOUTH TEXAS MONEY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IJR | 7.13% | ETF | 0.53% | -0.08% | 0 | 8% | ||
| XLU | 5.09% | ETF | 7.77% | 0.36% | 0 | 9% | ||
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FEATURED IN
SOUTH TEXAS MONEY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeanie Wyatt | Chief Executive Officer/Chief Investment Officer/Limited Partner | October-2000 |
| John L. Lahourcade | Managing Director/Limited Partner | April-2011 |
| James R. Kee | President/Chief Economist/Limited Partner | April-2011 |
| Teri M. Grubb | Chief Operations Officer/Evp/ Limited Partner | September-2011 |
| Christina S. Markell-Balleza | Chief Compliance Officer/Gen Counsel/Evp/Limited Partner | September-2011 |
| John W Wyatt | Limited Partner | January-2012 |
| W Richey Wyatt | Limited Partner | January-2012 |
SOUTH TEXAS MONEY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SOUTH TEXAS MONEY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
In building our equity portfolios, we utilize a disciplined investment process supported by quantitative tools for stock selection, portfolio construction and portfolio risk control, as well as fundamental research. For our fixed income portfolios, we employ a disciplined bond selection process utilizing credit ratings reports and other fundamental credit research prepared by third-party independent research providers. We also utilize macroeconomic research performed both internally and by third parties.
Equity Management
In building our equity portfolios, we offer what is called a “core” equity strategy. Our core strategy includes two distinct styles: value and growth. The purpose of this style diversification is to participate in all market trends, whether driven by value or growth. Our goal is to ensure that client portfolios have four levels of diversification: value and growth,...
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In building our equity portfolios, we utilize a disciplined investment process supported by quantitative tools for stock selection, portfolio construction and portfolio risk control, as well as fundamental research. For our fixed income portfolios, we employ a disciplined bond selection process utilizing credit ratings reports and other fundamental credit research prepared by third-party independent research providers. We also utilize macroeconomic research performed both internally and by third parties.
Equity Management
In building our equity portfolios, we offer what is called a “core” equity strategy. Our core strategy includes two distinct styles: value and growth. The purpose of this style diversification is to participate in all market trends, whether driven by value or growth. Our goal is to ensure that client portfolios have four levels of diversification: value and growth,...
Unlock Full Investment Process Description
SOUTH TEXAS MONEY Portfolio Concentration
SOUTH TEXAS MONEY Location
700 N. ST. MARY'S STREET, SUITE 100
SAN ANTONIO, Texas
UNITED STATES, 78205
SAN ANTONIO, Texas
UNITED STATES, 78205
SOUTH TEXAS MONEY Contact Information
Phone Number: 210-824-8916
Fax Number: 210-824-8718
Website: http://www.stmmltd.com
Fax Number: 210-824-8718
Website: http://www.stmmltd.com
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