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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 90% of the manager's regulatory AUM.

VAUGHAN DAVID StockAlpha

-0.1%
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

VAUGHAN DAVID Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.18% Tech 6.64% 0.12% 0 36%
INTC 1.88% Tech -4.71% -0.11% 0 25%
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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

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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VAUGHAN DAVID Portfolio Concentration

VAUGHAN DAVID Location

5823 N FOREST PARK DRIVE
PEORIA, Illinois
UNITED STATES, 61614-3559

VAUGHAN DAVID Contact Information

Phone Number: 309-685-0033
Fax Number: 309-685-3665
Website:

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