WENDELL DAVID Overview

Wendell David Associates Inc is an investment advisor that manages 738.1 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 507MM in positions, representing 69% of the manager's regulatory AUM.

WENDELL DAVID StockAlpha

-0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

WENDELL DAVID Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ADP 4.47% Tech 11.99% 0.49% 0 15%
MA 3.75% Tech 3.19% 0.08% 0 25%
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FEATURED IN
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WENDELL DAVID Founders and Key Employees

Name Title In Position Since
Karen &. Wendell Chairman, Treasurer & Chief Compliance Officer July-1998
Jane K. Barr Executive Vice President May-1994
Peter J. Boland Senior Vice President October-2005
Reid V. Smith Vice President March-2007
Kathryn E. Shea Junior Vice President & Secretary November-2012
William H. Mitchell President March-2011

WENDELL DAVID Brokers, Custodians, Auditors and Administrators

Type Company

WENDELL DAVID Investment Strategy

WENDELL DAVID Portfolio Concentration

WENDELL DAVID Location

2ND FLOOR
325 CORPORATE DRIVE
PORTSMOUTH, New Hampshire
UNITED STATES, 03801

WENDELL DAVID Contact Information

Phone Number: 603-427-0200
Fax Number: 603-433-3013
Website:

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