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 06/30/21. The fund's latest filing disclosed 3BN in positions, representing 154% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 3BN in positions, representing 154% of the manager's regulatory AUM.
VAUGHAN DAVID StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
VAUGHAN DAVID Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 2.73% | Tech | 13.22% | -0.14% | 0 | 53% | ||
| UNH | 2.39% | Health | 6.15% | 0.06% | 0 | 26% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here