WILLIS INVESTMENT Overview

Willis Investment Counsel is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/06 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 81% of the manager's regulatory AUM.

WILLIS INVESTMENT StockAlpha

+0.1%
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

WILLIS INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.31% Tech 4.78% 0.14% 0 36%
INTC 2.27% Tech -7.33% -0.14% 0 25%
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FEATURED IN
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WILLIS INVESTMENT Founders and Key Employees

Name Title In Position Since
Robert T. Willis Principal, President, Ceo, And Chief Investment Officer January-2012
James J. Kilroy Principal, And Vice President Of Portfolio Management January-2011
Kelli M. Wright Principal, Vp Of Operations And Trading And Chief Compliance Officer October-2012

WILLIS INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

WILLIS INVESTMENT Investment Strategy

Item 8 – Investment Strategies, Methods of Analysis, and Risk of Loss

Stocks

Investment Strategy for Stocks. The WIC investment strategy for stocks is to recognize and take advantage of the potential for stock price increases over time. This potential is presented by companies whose stock prices have temporarily declined, based on our calculation of their value, but whose prospects for price recovery are good. We refer to our calculation of stock value as “intrinsic value.” This valuation strategy is integrated into our investment decision-making. We independently research potential investment opportunities using a combination of quantitative and qualitative criteria and financial modeling that we have developed over the years. In addition, we analyze and consider domestic and global economic trends and circumstances, and we try to capitalize on the emotional elements that influence the marketplace. Taking a long-term investment focus, we measure...
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WILLIS INVESTMENT Portfolio Concentration

WILLIS INVESTMENT Location

710 GREEN STREET
GAINESVILLE, Georgia
UNITED STATES, 30501

WILLIS INVESTMENT Contact Information

Phone Number: 770-718-0706
Fax Number: 770-718-0805
Website:

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