TEALWOOD ASSET Overview

Tealwood Asset Management Inc is an investment advisor that manages 402.4 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/01 to 09/30/16. The fund's latest filing disclosed 211MM in positions, representing 52% of the manager's regulatory AUM.

TEALWOOD ASSET StockAlpha

-5.2%
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

TEALWOOD ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PFG 3.51% Financials 19.04% -0.31% 0 5%
ABBV 2.99% Health -2.55% 0.11% 0 20%
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TEALWOOD ASSET Founders and Key Employees

Name Title In Position Since
Charles C. Mahar President And Ceo April-1995
Jodi L. Halbert Chief Compliance Officer And Operations Officer September-2004
David Y. Neal Investment Officer January-2011
Steven M. Richter Investment Committee Manager January-2012
John C. Zevnick Investment Officer September-2012

TEALWOOD ASSET Brokers, Custodians, Auditors and Administrators

Type Company

TEALWOOD ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Tealwood’s Investment Belie/s and Methods o/ Analysis

From our perspective, the investment industry has created a false dilemma regarding "investment style." The conventional wisdom is that one has to choose between paying premium prices for high quality companies, so called "growth stocks," or that one can pay discounted prices for underachieving companies, so called "value stocks."

We put ourselves in the “value” camp, believing that valuation is critical to generating superior results. However, the notion that there is a kind of either/or, zero-sum game between growth and value makes little sense to us.

Because of these beliefs, we choose to concentrate our investments where:

 Research and discipline can make a difference;
 The market can be less efficient; and
 Our opportunities for performance success are enhanced.

10

We dig dee...
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TEALWOOD ASSET Portfolio Concentration

TEALWOOD ASSET Location

120 SOUTH 6TH STREET
SUITE 1900
MINNEAPOLIS, Minnesota
UNITED STATES, 55402

TEALWOOD ASSET Contact Information

Phone Number: 612-340-0181
Fax Number: 612-341-9363
Website:

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