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 . The fund's latest filing disclosed 948MM in positions, representing 121% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to . The fund's latest filing disclosed 948MM in positions, representing 121% of the manager's regulatory AUM.
EDGEMOOR INVESTMENT StockAlpha
Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
EDGEMOOR INVESTMENT Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
MSFT | 7.92% | Tech | -8.22% | 0.06% | 0 | 0% | ||
AAPL | 7.64% | Tech | -5.28% | 0.32% | 0 | 0% | ||
Get the Full Report |
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...
Get the Full Report
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...
Get the Full Report
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/
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here