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 03/31/19. The fund's latest filing disclosed 788MM in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/10 to 03/31/19. The fund's latest filing disclosed 788MM in positions, representing 112% of the manager's regulatory AUM.
CORDA INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CORDA INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PG | 5.08% | Cons. Staples | 12.61% | 0.23% | 0 | 26% | ||
| WELL | 4.84% | Financials | 11.1% | 0.4% | 0 | 10% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
CORDA INVESTMENT Portfolio Concentration
CORDA INVESTMENT Location
8955 KATY FREEWAY
SUITE 200
HOUSTON, Texas
UNITED STATES, 77024-1626
SUITE 200
HOUSTON, Texas
UNITED STATES, 77024-1626
CORDA INVESTMENT Contact Information
Phone Number: 713-439-0665
Fax Number: 713-465-1308
Website: http://cordamanagement.com/
Fax Number: 713-465-1308
Website: http://cordamanagement.com/
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Disclaimer
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