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 09/30/16. The fund's latest filing disclosed 79MM in positions, representing 32% of the manager's regulatory AUM.

CONCORDE ASSET StockAlpha

-3.2%
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

CONCORDE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HYG 7.22% ETF 0.42% -0.13% 0 8%
JNK 6.83% ETF 0.89% -0.09% 0 3%
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FEATURED IN
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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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CONCORDE ASSET Portfolio Concentration

CONCORDE ASSET Location

1120 E LONG LAKE ROAD
SUITE 100
TROY, Michigan
UNITED STATES, 48085-4974

CONCORDE ASSET Contact Information

Phone Number: 248-824-6710
Fax Number: 248-720-0460
Website:

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