STRATTON MANAGEMENT Overview

Stratton Management Company is an investment advisor that manages 3 BN dollars in regulatory AUM and has 26 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 12/31/15. The fund's latest filing disclosed 824MM in positions, representing 28% of the manager's regulatory AUM.

STRATTON MANAGEMENT StockAlpha

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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

STRATTON MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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STRATTON MANAGEMENT Founders and Key Employees

Name Title In Position Since
Bernard A. Francis Chairman Of The Board Of Directors May-2008
William J. Reuter Director May-2008
M. Z. Rose Director May-2008
John P. Follman Sr Director May-2008
John A. Affleck Chief Executive Officer, President & Director May-2012
James V. Quereau Director February-2010
Lynne M. Cannon Chief Compliance Officer & Chief Operating Officer April-2012
Michael F. Swallow Treasurer May-2012
Gerald M. Van Horn Director May-2012
Mark A. Ritter Director February-2014

STRATTON MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

STRATTON MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Individual Wealth Management -- When we build a portfolio for an individual client, our bias will always be toward the value style of investing. However, our strong commitment to personalized client service empowers our portfolio managers to assess the needs and concerns of each client on an individual basis. We begin the portfolio construction process by examining the client’s risk tolerance, investment time horizon, need for
current income, and their own expectations of portfolio growth. Once this assessment is complete, a portfolio is constructed consisting of the proper allocation between equity and fixed income securities and among the different sectors of each of those two asset classes.

Fixed income securities include preferred stock (except convertible preferred stock), corporate and municipal bonds. Investment grade fixed income securities are believed by rating firms to have a relatively ...
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STRATTON MANAGEMENT Portfolio Concentration

STRATTON MANAGEMENT Location

150 SOUTH WARNER RD.
SUITE 460
KING OF PRUSSIA, Pennsylvania
UNITED STATES, 19406-2826

STRATTON MANAGEMENT Contact Information

Phone Number: 610-941-0888
Fax Number: 610-941-0330
Website:

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