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 09/30/21. The fund's latest filing disclosed 94MM in positions, representing 74% of the manager's regulatory AUM.

EDMP INC. StockAlpha

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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EDMP INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OHI 4.92% Financials -1.87% -0.44% 0 8%
AVGO 4.8% Tech 0% -0.58% 0 18%
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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...
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EDMP INC. Portfolio Concentration

EDMP INC. Location

LUTZ, Florida

EDMP INC. Contact Information

Phone Number: 813-960-9600
Fax Number: 813-960-9609



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