CORDA INVESTMENT Overview

Corda Investment Management Llc. is an investment advisor that manages 701 MM dollars in regulatory AUM and has 15 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/10 to 06/30/16. The fund's latest filing disclosed 569MM in positions, representing 81% of the manager's regulatory AUM.

CORDA INVESTMENT StockAlpha

-1.6%
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

CORDA INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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CORDA INVESTMENT Founders and Key Employees

Name Title In Position Since
Bonner C. Barnes Managing Member May-2012
John P. Schloegel Chief Compliance Officer January-2012

CORDA INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

CORDA INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our investment strategies and advice may vary depending upon each client's specific financial situation. As such, we determine investments and allocations based upon your predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. Your restrictions and guidelines may affect the composition of your portfolio.

Methods of Analysis
We will use one or more of the following investment strategies when formulating investment advice:

Charting Analysis - involves the gathering and processing of price and volume pattern information for a particular security, sector, broad index or commodity. This price and volume pattern information is analyzed. The resulting pattern and correlation data is used to detect departures from expected performance and diversification and predict future price movements an...
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CORDA INVESTMENT Portfolio Concentration

CORDA INVESTMENT Location

8955 KATY FREEWAY
SUITE 200
HOUSTON, Texas
UNITED STATES, 77024-1626

CORDA INVESTMENT Contact Information

Phone Number: 713-439-0665
Fax Number: 713-465-1308
Website:

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