E&G ADVISORS LP Overview
E&g Advisors Lp is an investment advisor that manages 181 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 368MM in positions, representing 204% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 368MM in positions, representing 204% of the manager's regulatory AUM.
E&G ADVISORS LP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
E&G ADVISORS LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWF | 12.3% | ETF | 10.76% | 0.21% | 0 | 11% | ||
| VIG | 11.36% | ETF | 9.07% | 0.07% | 0 | 9% | ||
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FEATURED IN
E&G ADVISORS LP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark E. Easley | Limited Partner/Ceo | October-2012 |
| Adam G. Gracely | Limited Partner/Chief Compliance Officer | October-2012 |
E&G ADVISORS LP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
E&G ADVISORS LP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
E & G manages client portfolios by using Modern Portfolio Theory with a macroeconomic overlay. Modern Portfolio Theory deploys diversification in an attempt to reduce portfolio volatility and risk. Macroeconomics studies the behavior of the aggregate economy by closely examining factors including but not limited to employment, national income, inflation, and gross domestic product. E & G will also use fundamental data to help identify companies, industries, and sectors with compelling financial characteristics.
During the investment process, E & G reviews numerous sources of information. Those sources are primarily financial newspapers and magazines, research prepared by others, annual reports, and company press releases.
E & G provides investment advice on exchange listed securities, over the counter securities, exchange traded funds, closed end funds, corporate debt securities, United States g...
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E & G manages client portfolios by using Modern Portfolio Theory with a macroeconomic overlay. Modern Portfolio Theory deploys diversification in an attempt to reduce portfolio volatility and risk. Macroeconomics studies the behavior of the aggregate economy by closely examining factors including but not limited to employment, national income, inflation, and gross domestic product. E & G will also use fundamental data to help identify companies, industries, and sectors with compelling financial characteristics.
During the investment process, E & G reviews numerous sources of information. Those sources are primarily financial newspapers and magazines, research prepared by others, annual reports, and company press releases.
E & G provides investment advice on exchange listed securities, over the counter securities, exchange traded funds, closed end funds, corporate debt securities, United States g...
Get the Full Report
E&G ADVISORS LP Portfolio Concentration
E&G ADVISORS LP Location
2000 WEST LOOP SOUTH
SUITE 2011
HOUSTON, Texas
UNITED STATES, 77027
SUITE 2011
HOUSTON, Texas
UNITED STATES, 77027
E&G ADVISORS LP Contact Information
Phone Number: 713-880-5819
Fax Number: 713-880-9198
Website: http://www.eandgadvisors.com
Fax Number: 713-880-9198
Website: http://www.eandgadvisors.com
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