CONCORDE ASSET Overview
Concorde Asset Management Llc is an investment advisor that manages 250.5 MM dollars in regulatory AUM and has 69 employees, of which 69 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 89MM in positions, representing 36% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 89MM in positions, representing 36% of the manager's regulatory AUM.
CONCORDE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CONCORDE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 8.93% | ETF | 15.56% | 0% | 0 | 13% | ||
| ESGU | 5.08% | Financials | 15.32% | -0.04% | 0 | 2% | ||
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FEATURED IN
CONCORDE ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John H. Gakenheimer | Manager | October-2014 |
| Kimberlee E. Levy | Manager And Chief Compliance Officer | November-2013 |
| Michael E. Wolf | Manager | May-2011 |
| Kelly P. Knight | Manager | March-2014 |
| Kimberly A. Ryan | Manager | January-2014 |
| Eric P. Hornyak | Manager | October-2014 |
CONCORDE ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CONCORDE ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
CAM relies upon several methods of investment analysis in formulating investment advice, including such factors as the experience, depth, and strength of a company’s or fund’s management team.
When analyzing individual stocks, bonds, and similar securities, CAM typically relies upon fundamental analysis. Fundamental analysis is a technique that attempts to determine a security’s value by focusing on the economic well- being of a company, as opposed to movements of its market price. In the course of CAM’s analysis, the review will include a company’s financial statements and consideration of factors including, but not limited to, the company’s historical financial condition, prior operating results and trends, its projected revenue growth, its competitive advantages and disadvantages, the anticipated demand for its current and future products or ser...
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Methods of Analysis
CAM relies upon several methods of investment analysis in formulating investment advice, including such factors as the experience, depth, and strength of a company’s or fund’s management team.
When analyzing individual stocks, bonds, and similar securities, CAM typically relies upon fundamental analysis. Fundamental analysis is a technique that attempts to determine a security’s value by focusing on the economic well- being of a company, as opposed to movements of its market price. In the course of CAM’s analysis, the review will include a company’s financial statements and consideration of factors including, but not limited to, the company’s historical financial condition, prior operating results and trends, its projected revenue growth, its competitive advantages and disadvantages, the anticipated demand for its current and future products or ser...
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CONCORDE ASSET Portfolio Concentration
CONCORDE ASSET Location
1120 E LONG LAKE ROAD
SUITE 100
TROY, Michigan
UNITED STATES, 48085-4974
SUITE 100
TROY, Michigan
UNITED STATES, 48085-4974
CONCORDE ASSET Contact Information
Phone Number: 248-824-6710
Fax Number: 248-720-0460
Website: http://www.concordeis.com
Fax Number: 248-720-0460
Website: http://www.concordeis.com
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