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 09/30/16. The fund's latest filing disclosed 181MM in positions, representing 56% of the manager's regulatory AUM.

WALTER & KEENAN StockAlpha

-2.2%
Top 25%
2.75yr StockAlpha Register for more...

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

WALTER & KEENAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 4.46% Energy 1.8% -0.19% 0 29%
JNJ 3.97% Health -5.3% -0.03% 0 34%
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FEATURED IN
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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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WALTER & KEENAN Portfolio Concentration

WALTER & KEENAN Location

202 S. MICHIGAN ST.
SUITE 910
SOUTH BEND, Indiana
UNITED STATES, 46601

WALTER & KEENAN Contact Information

Phone Number: 574-287-5977
Fax Number: 574-234-5967
Website:

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