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.

WOOD ASSET MANAGEMENT StockAlpha

-0.6%
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

WOOD ASSET MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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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

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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WOOD ASSET MANAGEMENT Portfolio Concentration

WOOD ASSET MANAGEMENT Location

1605 MAIN STREET
SUITE 904
SARASOTA, Florida
UNITED STATES, 34236

WOOD ASSET MANAGEMENT Contact Information

Phone Number: 941-361-2195
Fax Number: 941-906-9494
Website:

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