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 09/30/16. The fund's latest filing disclosed 60MM in positions, representing 1% of the manager's regulatory AUM.

WEAVER C. BARKSDALE & StockAlpha

-1.6%
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

WEAVER C. BARKSDALE & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CMI 1.88% Industrials 15.15% 0.08% 0 11%
MSFT 1.84% Tech 7.26% 0.12% 0 36%
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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.

...
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WEAVER C. BARKSDALE & Portfolio Concentration

WEAVER C. BARKSDALE & Location

ONE BURTON HILLS BLVD, SUITE 100
NASHVILLE, Tennessee
UNITED STATES, 37215-6104

WEAVER C. BARKSDALE & Contact Information

Phone Number: 615-665-1085
Fax Number: 615-665-1087
Website:

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