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 09/30/16. The fund's latest filing disclosed 170MM in positions, representing 94% of the manager's regulatory AUM.

E&G ADVISORS LP StockAlpha

-3.3%
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

E&G ADVISORS LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VIG 12.82% ETF 0.92% -0.07% 0 6%
LQD 11.13% ETF -4.75% -0.58% 0 4%
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FEATURED IN
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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 ADVISORS LP Portfolio Concentration

E&G ADVISORS LP Location

2000 WEST LOOP SOUTH
SUITE 2011
HOUSTON, Texas
UNITED STATES, 77027

E&G ADVISORS LP Contact Information

Phone Number: 713-880-5819
Fax Number: 713-880-9198
Website:

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