WALLINGTON ASSET Overview

Wallington Asset Management Llc is an investment advisor that manages 570 MM dollars in regulatory AUM and has 17 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 304MM in positions, representing 53% of the manager's regulatory AUM.

WALLINGTON ASSET StockAlpha

-1.8%
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

WALLINGTON ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HON 4.74% Industrials 0.85% -0.42% 0 18%
MSFT 4.63% Tech 8.31% 0.29% 0 36%
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FEATURED IN
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WALLINGTON ASSET Founders and Key Employees

Name Title In Position Since
Terence P. Weiss President/Managing Member February-2007
Jeffrey G. Dowden Vice President March-2007
Enrique J. Rendon Chief Compliance Officer July-2009
Audrey L. Kurzawa Chief Operating Officer November-2012

WALLINGTON ASSET Brokers, Custodians, Auditors and Administrators

Type Company

WALLINGTON ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
We may use one or more of the following methods of analysis or investment strategies when providing
investment advice to you:

• Charting Analysis -involves the gathering and processing of price and volume information for a particular security and financial indices. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to assess the probability of future price movements based on price patterns and trends.
• Technical Analysis - involves studying past price patterns and trends in the financial markets to

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assess the probability of the direction of both the overall market and specific stocks.
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and exper...
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WALLINGTON ASSET Portfolio Concentration

WALLINGTON ASSET Location

8900 KEYSTONE CROSSING
SUITE 1015
INDIANAPOLIS, Indiana
UNITED STATES, 46240-2134

WALLINGTON ASSET Contact Information

Phone Number: 317-575-8670
Fax Number: 317-575-8671
Website:

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