WEALTHTRUST AXIOM LLC Overview

Wealthtrust Axiom Llc is an investment advisor that manages 633 MM dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/07 to 09/30/16. The fund's latest filing disclosed 268MM in positions, representing 42% of the manager's regulatory AUM.

WEALTHTRUST AXIOM LLC StockAlpha

-5.9%
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

WEALTHTRUST AXIOM LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LYTS 3.16% Industrials -9.79% -0.64% 4 1%
GE 2.71% Industrials 7.29% -0.06% 0 34%
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WEALTHTRUST AXIOM LLC Founders and Key Employees

Name Title In Position Since
Albert C. Matt President & Chief Compliance Officer October-2007
Robert W. Loreaux Executive Vice President October-2007
Michael C. Heaberg Chief Executive Officer October-2007

WEALTHTRUST AXIOM LLC Brokers, Custodians, Auditors and Administrators

Type Company

WEALTHTRUST AXIOM LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Axiom Asset Management focuses most of all of our equity portfolios as value portfolios. We believe value stocks have generally outperformed growth stocks dating back to 1927. Although for any one year, growth stocks can outperform value stocks, it is Axiom Asset Management belief that over many years, value stocks will outperform. As such, it is advantageous for clients to tilt their portfolios towards value. By taking a value oriented approach, Axiom Asset Management, believes that it can achieve above average market rate investment returns. Consequently our primary methods of analysis include the following: fundamental analysis, technical analysis, and cyclical analysis.




Axiom Asset Management 7 March 2015
Fundamental analysis involves the analysis of financial statement...
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WEALTHTRUST AXIOM LLC Portfolio Concentration

WEALTHTRUST AXIOM LLC Location

550 E SWEDESFORD RD
SUITE 110
WAYNE, Pennsylvania
UNITED STATES, 19087

WEALTHTRUST AXIOM LLC Contact Information

Phone Number: 610-688-0050
Fax Number: 610-688-0075
Website:

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