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 09/30/21. The fund's latest filing disclosed 609MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 609MM in positions, representing 32% of the manager's regulatory AUM.
SOUTHEAST ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SOUTHEAST ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 16.33% | Financials | 4.78% | -0.14% | 0 | 28% | ||
| GOOG | 13.6% | Tech | 12.29% | 0.22% | 0 | 34% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
SOUTHEAST ASSET Portfolio Concentration
SOUTHEAST ASSET Location
314 GORDON AVENUE
THOMASVILLE, Georgia
UNITED STATES, 31792
THOMASVILLE, Georgia
UNITED STATES, 31792
SOUTHEAST ASSET Contact Information
Phone Number: 229-226-8839
Fax Number: 229-226-1445
Website: http://www.assetadvisor.com
Fax Number: 229-226-1445
Website: http://www.assetadvisor.com
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