WALTER & KEENAN Overview
Walter & Keenan Financial Consulting Company is an investment advisor that manages 323.4 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/14 to 03/31/23. The fund's latest filing disclosed 263MM in positions, representing 81% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/14 to 03/31/23. The fund's latest filing disclosed 263MM in positions, representing 81% of the manager's regulatory AUM.
WALTER & KEENAN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WALTER & KEENAN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.13% | Tech | 6.53% | -0.16% | 0 | 45% | ||
| MSFT | 4.4% | Tech | 15.47% | 0.28% | 0 | 53% | ||
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FEATURED IN
WALTER & KEENAN Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James F. Keenan | President And Chief Compliance Officer | December-2000 |
WALTER & KEENAN Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WALTER & KEENAN Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The adviser uses fundamental analysis as its primary investment method for security selection. Fundamental analysis is a method for selecting investments on the basis of the adviser’s judgments about companies and their financial prospects. This method of analysis is important to our work in the analysis of both stock and bond issuers. The main sources of information that we use for our investment analysis is research that is prepared by others. This includes sources such as Morningstar, Standard and Poor’s, Value Line, Ned Davis Research, Argus and others. We also review company annual reports and
press releases as well as financial newspapers and magazines. We will regularly participate in conference calls concerning many different companies and other investment related issues.
The stocks selected for a client account are primarily chosen for the growth of their dividend-producing capabilities...
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The adviser uses fundamental analysis as its primary investment method for security selection. Fundamental analysis is a method for selecting investments on the basis of the adviser’s judgments about companies and their financial prospects. This method of analysis is important to our work in the analysis of both stock and bond issuers. The main sources of information that we use for our investment analysis is research that is prepared by others. This includes sources such as Morningstar, Standard and Poor’s, Value Line, Ned Davis Research, Argus and others. We also review company annual reports and
press releases as well as financial newspapers and magazines. We will regularly participate in conference calls concerning many different companies and other investment related issues.
The stocks selected for a client account are primarily chosen for the growth of their dividend-producing capabilities...
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WALTER & KEENAN Portfolio Concentration
WALTER & KEENAN Location
202 S. MICHIGAN ST.
SUITE 910
SOUTH BEND, Indiana
UNITED STATES, 46601
SUITE 910
SOUTH BEND, Indiana
UNITED STATES, 46601
WALTER & KEENAN Contact Information
Phone Number: 574-287-5977
Fax Number: 574-234-5967
Website: null
Fax Number: 574-234-5967
Website: null
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