WEAVER C. BARKSDALE & Overview
Weaver C. Barksdale & Associates Inc. is an investment advisor that manages 4.3 BN dollars in regulatory AUM and has 14 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 06/30/21. The fund's latest filing disclosed 107MM in positions, representing 2% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 06/30/21. The fund's latest filing disclosed 107MM in positions, representing 2% of the manager's regulatory AUM.
WEAVER C. BARKSDALE & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEAVER C. BARKSDALE & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMGN | 2.33% | Health | 3.2% | -0.02% | 0 | 24% | ||
| OGE | 2.15% | Utilities | 11.82% | 0.04% | 0 | 6% | ||
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FEATURED IN
WEAVER C. BARKSDALE & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Weaver C. Barksdale | Chairman And Founding Principal | February-1985 |
| John E. Mcdowell | President, Ceo & Principal | February-1985 |
| James D. Daane | Principal, Chief Economist | February-1985 |
| Frank G. Puryear | Sr Fi Portfolio Manager, Director Of Research & Principal | May-1996 |
| Charles H. Webb | Chief Investment Officer & Principal | May-1996 |
| Deborah K. Slocum | Chief Compliance Officer, Director Of Administration, Corporate Secretary & Principal | March-2004 |
| Ann L. Roberts | Executive Vice President & Principal | January-2001 |
| Timothy A. Carpenter | Portfolio Mgr, Chief Operations Mgr & Principal | October-1992 |
| Kathy E. Carpenter | Sr Administration & Operation'S Officer & Principal | February-1985 |
| Deena K. Raja | Portfolio Manager & Principal | September-2007 |
WEAVER C. BARKSDALE & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
WEAVER C. BARKSDALE & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We offer a range of fixed income, equity and balanced investment strategies. Some investment portfolios are managed relative to a benchmark while others are managed to achieve an absolute return. These strategies are described below:
Methods of Analysis
Fixed Income Portfolios are generally constructed by employing a three-step process:
1. Yield Enhancement with an emphasis on bond market sectors such as corporate and mortgage-backed securities;
2. Valuation Analysis includes: a.) corporate bond selection, b.) yield curve positioning,
c.) mortgage security selection;
3. Maturity & Risk Level Management whereby the durations of portfolios are adjusted generally within 10% of the
duration of each client's specified benchmark
based on proprietary models and other research used to forecast economic and
interest rate trends.
...
Unlock Full Investment Process Description
We offer a range of fixed income, equity and balanced investment strategies. Some investment portfolios are managed relative to a benchmark while others are managed to achieve an absolute return. These strategies are described below:
Methods of Analysis
Fixed Income Portfolios are generally constructed by employing a three-step process:
1. Yield Enhancement with an emphasis on bond market sectors such as corporate and mortgage-backed securities;
2. Valuation Analysis includes: a.) corporate bond selection, b.) yield curve positioning,
c.) mortgage security selection;
3. Maturity & Risk Level Management whereby the durations of portfolios are adjusted generally within 10% of the
duration of each client's specified benchmark
based on proprietary models and other research used to forecast economic and
interest rate trends.
...
Unlock Full Investment Process Description
WEAVER C. BARKSDALE & Portfolio Concentration
WEAVER C. BARKSDALE & Location
ONE BURTON HILLS BLVD, SUITE 100
NASHVILLE, Tennessee
UNITED STATES, 37215-6104
NASHVILLE, Tennessee
UNITED STATES, 37215-6104
WEAVER C. BARKSDALE & Contact Information
Phone Number: 615-665-1085
Fax Number: 615-665-1087
Website: null
Fax Number: 615-665-1087
Website: null
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