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 09/30/19. The fund's latest filing disclosed 609MM in positions, representing 126% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/19. The fund's latest filing disclosed 609MM in positions, representing 126% of the manager's regulatory AUM.
BALTIMORE-WASHINGTON StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BALTIMORE-WASHINGTON Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VV | 3.67% | ETF | 5.76% | 0% | 1 | 2% | ||
| MSFT | 3.28% | Tech | 9.24% | 0.01% | 0 | 41% | ||
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FEATURED IN
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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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
SUITE 600
COLUMBIA, Maryland
UNITED STATES, 21044
BALTIMORE-WASHINGTON Contact Information
Phone Number: 240-461-3900
Fax Number: 443-539-0330
Website: http://www.bwfa.com
Fax Number: 443-539-0330
Website: http://www.bwfa.com
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