SOUTHEAST ASSET Overview

Southeast Asset Advisors Inc is a hedge fund that manages 1.9 BN dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 298MM in positions, representing 15% of the manager's regulatory AUM.

SOUTHEAST ASSET 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

SOUTHEAST ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LVLT 19.68% Tech 20.35% 4.47% 0 14%
BRK.B 15.87% Financials 10.33% -0.72% 0 28%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SOUTHEAST ASSET Founders and Key Employees

Name Title In Position Since
Bernard N. Lanigan Chairman & Ceo December-1991
Charles B. Jackson President & Chief Compliance Officer December-1991
Frank J. Mercer Director December-1991
Robert M. Milberg Director January-2015
Mark C. Saussy Chief Operating Officer March-2012
David M. Fletcher Director December-2002

SOUTHEAST ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

SOUTHEAST ASSET Investment Strategy

Item 8 Ǧ Methods of Analysis, Investment Strategies and Risk of
Loss

Methods of Analysis
SEA utilizes individual equity securities, Separate Account Managers (“SAMs”), shares of registered no- load mutual funds, ETFs, and fixed income securities for client accounts. When appropriate, alternative investments (hedge funds, private equity funds) may also be used.

In selecting individual securities for an accountǡ SEA generally applies traditional bottomǦup fundamental researchǤ SEAǯs analysis generally may include a review of the businessǡ industryǡ management and financial information about an issuerǤ Financial strength ratiosǡ priceǦtoǦearningsǡ price to cash flow ȋfree cash flow yield ǡ price to bookǡ dividend yieldǡ payout ratioǡ earning strength and consistencyǡ sustainable competitive advantages and other factors may be consideredǤ

SAMsǡ mutual fundsǡ ETFs and private investment funds or partnerships are generally ev...
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SOUTHEAST ASSET Portfolio Concentration

SOUTHEAST ASSET Location

314 GORDON AVENUE
THOMASVILLE, Georgia
UNITED STATES, 31792

SOUTHEAST ASSET Contact Information

Phone Number: 229-226-8839
Fax Number: 229-226-1445
Website:

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