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 09/30/20. The fund's latest filing disclosed 3BN in positions, representing 127% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 3BN in positions, representing 127% 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 | 6.7% | Financials | 19.23% | 0.26% | 10 | 4% | ||
| MSFT | 3.81% | Tech | 2.6% | -0.1% | 0 | 43% | ||
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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 |
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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...
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
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