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 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 47% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/02 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 47% of the manager's regulatory AUM.
VILLERE ST DENIS J & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VILLERE ST DENIS J & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| FCX | 5.8% | Materials | -14.7% | -0.39% | 0 | 15% | ||
| V | 4.73% | Tech | -0.01% | -0.34% | 0 | 40% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
VILLERE ST DENIS J & Portfolio Concentration
VILLERE ST DENIS J & Location
601 POYDRAS STREET, SUITE 1808
NEW ORLEANS, Louisiana
UNITED STATES, 70130-6308
NEW ORLEANS, Louisiana
UNITED STATES, 70130-6308
VILLERE ST DENIS J & Contact Information
Phone Number: 504-525-0808
Fax Number: 504-522-2747
Website: http://www.villere.com
Fax Number: 504-522-2747
Website: http://www.villere.com
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