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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 70% of the manager's regulatory AUM.

SOUTH TEXAS MONEY StockAlpha

-1.7%
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

SOUTH TEXAS MONEY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IJR 9.1% ETF 7.24% 0.52% 1 5%
XLU 5.37% ETF -4.47% -0.3% 0 8%
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FEATURED IN
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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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SOUTH TEXAS MONEY Portfolio Concentration

SOUTH TEXAS MONEY Location

700 N. ST. MARY'S STREET, SUITE 100
SAN ANTONIO, Texas
UNITED STATES, 78205

SOUTH TEXAS MONEY Contact Information

Phone Number: 210-824-8916
Fax Number: 210-824-8718
Website:

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