WOOD ASSET MANAGEMENT Overview
Wood Asset Management Inc is an investment advisor that manages 386.5 MM dollars in regulatory AUM and has 6 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/15. The fund's latest filing disclosed 100MM in positions, representing 26% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/15. The fund's latest filing disclosed 100MM in positions, representing 26% of the manager's regulatory AUM.
WOOD ASSET MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WOOD ASSET MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
WOOD ASSET MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert P. Brooks | Chairman | April-2010 |
| Larry H. Haslee | Cco | July-2014 |
| Tyler J. Pullen | Vp - Chief Equity Officer | July-2014 |
WOOD ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
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WOOD ASSET MANAGEMENT Investment Strategy
Item 8 Methods of Analysis, Investment Strategies, and Risk of Loss
Investing in securities involves the risk of loss of your investment. You should be prepared to bear that risk.
A. Analysis and Strategies
Large Cap Value, Core Equity, and Dividend Income
Our conservative investment strategy seeks to generate consistent, competitive long-term results relative to the broader market, but with lower levels of volatility.
Our investment process begins with a focus on leading economic indicators and market
cycles. Our top-down macroeconomic and sector analysis identifies investment opportunities on the basis of relevant cycles and historical trends. Our research indicates that successful sector allocation and security selection is heavily influenced by where we are in the economic cycle. Using bottom-up stock selection, we employ fundamental and quantitative criteria to
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identify undervalu...
Unlock Full Investment Process Description
Investing in securities involves the risk of loss of your investment. You should be prepared to bear that risk.
A. Analysis and Strategies
Large Cap Value, Core Equity, and Dividend Income
Our conservative investment strategy seeks to generate consistent, competitive long-term results relative to the broader market, but with lower levels of volatility.
Our investment process begins with a focus on leading economic indicators and market
cycles. Our top-down macroeconomic and sector analysis identifies investment opportunities on the basis of relevant cycles and historical trends. Our research indicates that successful sector allocation and security selection is heavily influenced by where we are in the economic cycle. Using bottom-up stock selection, we employ fundamental and quantitative criteria to
Page 5 of 10
identify undervalu...
Unlock Full Investment Process Description
WOOD ASSET MANAGEMENT Portfolio Concentration
WOOD ASSET MANAGEMENT Location
1605 MAIN STREET
SUITE 904
SARASOTA, Florida
UNITED STATES, 34236
SUITE 904
SARASOTA, Florida
UNITED STATES, 34236
WOOD ASSET MANAGEMENT Contact Information
Phone Number: 941-361-2195
Fax Number: 941-906-9494
Website: http://www.woodasset.com
Fax Number: 941-906-9494
Website: http://www.woodasset.com
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