EDMP INC. Overview
Edmp Inc. is an investment advisor that manages 128.1 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 12/31/20. The fund's latest filing disclosed 73MM in positions, representing 57% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 12/31/20. The fund's latest filing disclosed 73MM in positions, representing 57% of the manager's regulatory AUM.
EDMP INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EDMP INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| OHI | 7.77% | Financials | 5.37% | -1.09% | 0 | 8% | ||
| AMGN | 5.99% | Health | 9.52% | 0.28% | 0 | 23% | ||
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FEATURED IN
EDMP INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Charles C. Carnevale | Chief Investment Officer | September-2006 |
| Julie C. Carnevale | President | April-2008 |
| Timothy W. Loudin | Chief Compliance Officer/Portfolio Manager | April-1998 |
| Lauren N. Geraci | Shareholder | January-2010 |
EDMP INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EDMP INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Qualitative Analysis. We subjectively evaluate non-quantifiable factors such as quality of management, labor relations, and strength of research and...
Unlock Full Investment Process Description
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Qualitative Analysis. We subjectively evaluate non-quantifiable factors such as quality of management, labor relations, and strength of research and...
Unlock Full Investment Process Description
EDMP INC. Portfolio Concentration
EDMP INC. Location
18534 DALE MABRY HWY N.
LUTZ, Florida
UNITED STATES, 33548
LUTZ, Florida
UNITED STATES, 33548
EDMP INC. Contact Information
Phone Number: 813-960-9600
Fax Number: 813-960-9609
Website: http://www.edmpinc.org
Fax Number: 813-960-9609
Website: http://www.edmpinc.org
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