STRATTON MANAGEMENT CO

Stratton Management Co. is an investment management firm based out of King of Prussia, Pennsylvania. The company was originally established in 1972 and currently operates as a subsidiary of BB&T Corporation. Stratton Management Co. conducts its research both internally and externally, utilizing a fundamental methodology alongside a quantitative analysis to make its investment decisions. The company invests in the public equity markets within the United States, allocating its assets in the value stocks of selected companies. Stratton Management Co. invests most heavily in the health care sector, which alone makes up over a sixth of its total asset allocations, and also invests in the industrials, finance, consumer staples, information technology, consumer discretionary, materials, utilities and telecommunications, and energy sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company on average holds its allocations for 32 quarters, although Stratton Management Co. holds its top 10 holdings for only one single quarter on average. In the most recent quarter, Stratton Management Co. had a turnover rate of approximately 9.8%. The company now operates with 26 employees of which 10 are investment professionals. Stratton Management manages over $1.1 billion in total assets under management spread across 565 total accounts, all of which are discretionary accounts except for 105 that make up $390 million of its total managed assets. Both of its total number of accounts and total assets under management have decreased in recent years. While Stratton Management’s total number of accounts has decreased more or less at a steady pace, its total managed assets has been experiencing a much more volatility, once having been as high as almost $3 billion last years and being as low as $1.9 billion back in 2012 before dropping to its current amount today. The company mainly caters to high net worth individuals. As of 2016, the company has merged with Valley Forge Asset Management to form Sterling Advisors.