WATERS PARKERSON & Overview
Waters Parkerson & Company . Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/03 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 135% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/03 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 135% of the manager's regulatory AUM.
WATERS PARKERSON & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WATERS PARKERSON & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TMO | 5.18% | Health | 21.36% | 0.85% | 0 | 0% | ||
| V | 4.52% | Tech | -0.97% | -0.35% | 0 | 0% | ||
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FEATURED IN
WATERS PARKERSON & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David T. Pointer | Managing Partner | January-2000 |
| Michael B. Whealdon | Partner | January-2000 |
| Julia W. Burlingame | Chief Compliance Officer | January-2009 |
| William E. Cruikshank | Comptroller | January-2000 |
| Jonathan B. Montgomery | Partner | September-2007 |
WATERS PARKERSON & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WATERS PARKERSON & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)
Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Registrant) will be profitable or equal any specific performance level(s).
B. The Registrant’s methods of analysis and investment strategies do not present any...
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A. The Registrant may utilize the following methods of security analysis:
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)
Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Registrant) will be profitable or equal any specific performance level(s).
B. The Registrant’s methods of analysis and investment strategies do not present any...
Unlock Full Investment Process Description
WATERS PARKERSON & Portfolio Concentration
WATERS PARKERSON & Location
SUITE #512
228 ST. CHARLES AVENUE
NEW ORLEANS, Louisiana
UNITED STATES, 70130-2682
228 ST. CHARLES AVENUE
NEW ORLEANS, Louisiana
UNITED STATES, 70130-2682
WATERS PARKERSON & Contact Information
Phone Number: 504-581-2022
Fax Number: 504-525-9320
Website: http://www.watersparkerson.com
Fax Number: 504-525-9320
Website: http://www.watersparkerson.com
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