EDGE ASSET MANAGEMENT Overview

Edge Asset Management Inc is an investment advisor that manages 29.4 BN dollars in regulatory AUM and has 34 employees, of which 23 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 12BN in positions, representing 41% of the manager's regulatory AUM.

EDGE ASSET MANAGEMENT StockAlpha

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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

EDGE ASSET MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.29% Tech 1.31% -0.02% 0 42%
YLD 2.2% ETF 0.27% -0.04% 17004 0%
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FEATURED IN
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EDGE ASSET MANAGEMENT Founders and Key Employees

Name Title In Position Since
James P. Mccaughan Chairman January-2007
Jill Hittner Chief Financial Officer March-2007
Jill R. Cuniff President / Director September-2009
Cindy M. Kim Chief Compliance Officer November-2010
Barbara Mckenzie Director January-2011
Deanna Strable Director March-2015

EDGE ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

EDGE ASSET MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

EDGE offers a broad array of equity, fixed-income and asset allocation strategies to help its clients meet their investment objectives and goals. Each of these strategies involves the risk of loss resulting from the purchase and sale of securities, which each client should be prepared to bear. While EDGE seeks to reduce non-compensated risk to which a client may be exposed, other risks (including but not limited to the risk of a general financial market decline) may be assumed in order to seek to attain investment objectives and goals of the client. However, EDGE cannot provide any guarantee that the client’s goals and objectives will be achieved. EDGE manages client portfolios that may have similar investment policies and/or guidelines, which are non-exclusive to any one client. EDGE does not guarantee, the future performance or any specific level of performance for client portfolio(s), the s...
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EDGE ASSET MANAGEMENT Portfolio Concentration

EDGE ASSET MANAGEMENT Location

601 UNION STREET
SUITE #2200
SEATTLE, Washington
UNITED STATES, 98101

EDGE ASSET MANAGEMENT Contact Information

Phone Number: 206-913-5800
Fax Number: 206-913-5953
Website:

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