BALTIMORE-WASHINGTON Overview

Baltimore-washington Financial Advisors Inc. is an investment advisor that manages 482.8 MM dollars in regulatory AUM and has 20 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 351MM in positions, representing 73% of the manager's regulatory AUM.

BALTIMORE-WASHINGTON StockAlpha

-2.3%
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

BALTIMORE-WASHINGTON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCSH 2.95% ETF -1.24% -0.05% 0 3%
VV 2.75% ETF 1.43% -0% 1 2%
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FEATURED IN
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BALTIMORE-WASHINGTON Founders and Key Employees

Name Title In Position Since
Robert G. Carpenter President June-2012
Robert G. Carpenter President & Chief Compliance Officer July-2013

BALTIMORE-WASHINGTON Brokers, Custodians, Auditors and Administrators

Type Company

BALTIMORE-WASHINGTON Investment Strategy

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


A. Methods of Analysis and Investment Strategies. BWFA’s investment strategy is to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client’s chosen investment model. BWFA primarily utilizes a bottom-up, value-based, fundamental research approach to analyze equity investments and the associated risk of loss. Our research methodology includes a thorough examination of a company’s strategy and outlook, its unique financial characteristics, and the capabilities of its management. In addition, we consider current economic trends as well as our expectations for the future. As part of our research process to assess a company’s fundamental value, we study its balance sheet, cash flow statement and earnings history, and evaluate its future prospects. When performing analysis, we review key events...
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BALTIMORE-WASHINGTON Portfolio Concentration

BALTIMORE-WASHINGTON Location

5950 SYMPHONY WOODS RD.
SUITE 600
COLUMBIA, Maryland
UNITED STATES, 21044

BALTIMORE-WASHINGTON Contact Information

Phone Number: 240-461-3900
Fax Number: 443-539-0330
Website:

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