VAUGHAN DAVID Overview
Vaughan David Investments Inc is an investment advisor that manages 2 BN dollars in regulatory AUM and has 21 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 3BN in positions, representing 143% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 3BN in positions, representing 143% of the manager's regulatory AUM.
VAUGHAN DAVID StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VAUGHAN DAVID Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
RLI | 7.33% | Financials | 0.41% | 6.21% | 19 | 2% | ||
MSFT | 3.28% | Tech | 3.19% | 0.11% | 0 | 50% | ||
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VAUGHAN DAVID Founders and Key Employees
Name | Title | In Position Since |
---|
Lawrence Williams Iv | President | April-2006 |
James D. Sinclair | Treasurer/Chief Compliance Officer | April-2006 |
David J. Vaughan Jr | Chairman | September-2006 |
John V. Mcclure | Director | January-2008 |
Brian A. Christensen | Sr Vice President | September-2006 |
Patrick J. Smarjesse | Vice President | September-2006 |
Todd M. Sheridan | Vice President | September-2006 |
Virginia J. Pillman | Director | June-2011 |
Wayne E. Baum | Director | June-2012 |
Stephen K. Hinrichs | Owner | January-2013 |
Michael A. Price | Chief Administrative Officer | July-2014 |
VAUGHAN DAVID Brokers, Custodians, Auditors and Administrators
Type | Company |
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VAUGHAN DAVID Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Equity Strategy
The core DVI investment strategy involves managing client assets in an equity strategy with a long term focus. Key aspects of the DVI equity strategy include diversification across economic sectors, limiting individual security exposures, low turnover, and a focus on attractively valued dividend paying companies. Equity accounts are typically close to fully invested at all times unless client restrictions require an additional cash component; market timing in and out of the equity market is not part of the DVI equity strategy.
DVI uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. The quantitative component utilizes a software platform to access, manage, and analyze a financial database that includes fundamental data and history for thousands of U.S.-based companies. DVI has developed a proprietary ranking sys...
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Equity Strategy
The core DVI investment strategy involves managing client assets in an equity strategy with a long term focus. Key aspects of the DVI equity strategy include diversification across economic sectors, limiting individual security exposures, low turnover, and a focus on attractively valued dividend paying companies. Equity accounts are typically close to fully invested at all times unless client restrictions require an additional cash component; market timing in and out of the equity market is not part of the DVI equity strategy.
DVI uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. The quantitative component utilizes a software platform to access, manage, and analyze a financial database that includes fundamental data and history for thousands of U.S.-based companies. DVI has developed a proprietary ranking sys...
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VAUGHAN DAVID Portfolio Concentration
VAUGHAN DAVID Location
5823 N FOREST PARK DRIVE
PEORIA, Illinois
UNITED STATES, 61614-3559
PEORIA, Illinois
UNITED STATES, 61614-3559
VAUGHAN DAVID Contact Information
Phone Number: 309-685-0033
Fax Number: 309-685-3665
Website: http://www.dviinc.com
Fax Number: 309-685-3665
Website: http://www.dviinc.com
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