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 09/30/16. The fund's latest filing disclosed 650MM in positions, representing 83% of the manager's regulatory AUM.

EDGEMOOR INVESTMENT StockAlpha

-2.4%
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

EDGEMOOR INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 4.79% Financials 11.68% -0.25% 0 28%
LOW 3.88% Cons. Disc. 0.84% -0.09% 0 24%
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FEATURED IN
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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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EDGEMOOR INVESTMENT Portfolio Concentration

EDGEMOOR INVESTMENT Location

7250 WOODMONT AVENUE
SUITE 315
BETHESDA, Maryland
UNITED STATES, 20814

EDGEMOOR INVESTMENT Contact Information

Phone Number: 301-543-8881
Fax Number: 301-543-8358
Website:

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