VILLERE ST DENIS J & Overview

Villere St Denis J & Company Llc is an investment advisor that manages 2.9 BN dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 55% of the manager's regulatory AUM.

VILLERE ST DENIS J & StockAlpha

-10.5%
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

VILLERE ST DENIS J & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TASR 6.39% Industrials -3.81% -0.93% 2 6%
DDD 6.14% Tech -16.43% -1.06% 1 4%
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FEATURED IN
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VILLERE ST DENIS J & Founders and Key Employees

Name Title In Position Since
George G. Villere Member December-2003
St Denis J. Villere Member December-2003
George V. Young Chief Compliance Officer December-2003
St. Denis J. Villere Member January-2004

VILLERE ST DENIS J & Brokers, Custodians, Auditors and Administrators

Type Company

VILLERE ST DENIS J & Investment Strategy

ITEM 8
METHODS OF ANALYSIS
A. Villere seeks to enhance portfolio returns while minimizing risk.
The objective for equity holdings


United States Securities and Exchange Commission Form ADV Part 2A 4
is to outperform the Standard and
Poor’s index of 500 stocks over a
full market cycle and take advantage of market or security inefficiencies. Provided the valuation premium remains reasonable, Villere feels
that greater returns can be achieved by long-term retention of common stocks.
Depending on the goals and objectives of the client, portfolios generally include fixed income securities to provide stability as well as income. Normally, treasury and investment-grade corporate issues
of shorter durations are used due to their less volatile nature.
A typical portfolio is composed of 20 to 30 securities, the equity positions being culled from an actively followed universe of approximately 100 stocks. Each portfolio is constantly m...
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VILLERE ST DENIS J & Portfolio Concentration

VILLERE ST DENIS J & Location

601 POYDRAS STREET, SUITE 1808
NEW ORLEANS, Louisiana
UNITED STATES, 70130-6308

VILLERE ST DENIS J & Contact Information

Phone Number: 504-525-0808
Fax Number: 504-522-2747
Website:

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