EDGEMOOR INVESTMENT Overview
Edgemoor Investment Advisors Inc. is an investment advisor that manages 785.3 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 06/30/17. The fund's latest filing disclosed 733MM in positions, representing 93% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 06/30/17. The fund's latest filing disclosed 733MM in positions, representing 93% of the manager's regulatory AUM.
EDGEMOOR INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EDGEMOOR INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 5.08% | Financials | 7.14% | 0.28% | 0 | 25% | ||
| AAPL | 4% | Tech | 10.6% | 0.08% | 0 | 38% | ||
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FEATURED IN
EDGEMOOR INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas P. Meehan | President | September-1999 |
| Paul P. Meehan | Managing Director, Chief Compliance Officer | August-2005 |
| Ross J. Smyth | Managing Director | January-2005 |
| Shelagh M. Smyth | None | December-2006 |
EDGEMOOR INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EDGEMOOR INVESTMENT Investment Strategy
Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss
Methods of Analysis
Edgemoor employs a value-oriented approach to security selection focused on fundamental analysis of individual securities.
The main sources of research information used by Edgemoor include SEC filings and company press releases, annual reports, financial newspapers and magazines, research materials prepared by others, and prospectuses.
The types of investments recommended may include equity securities such as exchange- listed securities, securities traded over-the-counter, foreign issuers through ADRs (American depository receipts traded on U.S. exchanges), warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities (mutual fund shares), U.S. Government securities, and options contracts on securities.
Investment Strategies
Equity: Equity portfolios usually cons...
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Methods of Analysis
Edgemoor employs a value-oriented approach to security selection focused on fundamental analysis of individual securities.
The main sources of research information used by Edgemoor include SEC filings and company press releases, annual reports, financial newspapers and magazines, research materials prepared by others, and prospectuses.
The types of investments recommended may include equity securities such as exchange- listed securities, securities traded over-the-counter, foreign issuers through ADRs (American depository receipts traded on U.S. exchanges), warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities (mutual fund shares), U.S. Government securities, and options contracts on securities.
Investment Strategies
Equity: Equity portfolios usually cons...
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EDGEMOOR INVESTMENT Portfolio Concentration
EDGEMOOR INVESTMENT Location
7250 WOODMONT AVENUE
SUITE 315
BETHESDA, Maryland
UNITED STATES, 20814
SUITE 315
BETHESDA, Maryland
UNITED STATES, 20814
EDGEMOOR INVESTMENT Contact Information
Phone Number: 301-543-8881
Fax Number: 301-543-8358
Website: http://www.edgemoorinv.com/
Fax Number: 301-543-8358
Website: http://www.edgemoorinv.com/
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