EMERSON INVESTMENT Overview

Emerson Investment Management Llc is an investment advisor that manages 727.5 MM dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 03/31/16. The fund's latest filing disclosed 528MM in positions, representing 73% of the manager's regulatory AUM.

EMERSON INVESTMENT StockAlpha

-2.2%
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

EMERSON INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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EMERSON INVESTMENT Founders and Key Employees

Name Title In Position Since
Bradford Gardner President/Managing Director April-1986
James M. Oates Director March-1996
Nicholas J. Hurd Director October-2000
Clarence H. King Managing Director March-2003
William M. Weldon Director April-2004
Kristin V. Case Chief Compliance Officer March-2010
Stacy A. Reinhart Managing Director July-2011
Paul A. Tryon Director Of Investments December-2011

EMERSON INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

EMERSON INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Emerson builds distinct, multi-asset portfolios to take advantage of global growth opportunities,
generate income and enhance diversification. We invest in asset classes such as domestic and international equities, fixed income securities, and alternative investments including real estate and commodities. Portfolios primarily hold individual securities and ETFs but also hold mutual funds in specific cases, such as commodities and international bonds.

Emerson’s distinct strategies are designed to generate performance from individual security selection. Equity analysis consists of quantitative, fundamental, and technical analysis to identify fundamentally sound companies which are underappreciated by the market and that have catalysts for growth.

Emerson’s fixed income investment process is based upon fundamental business and credit analysis including cash flow generation, capital structure and l...
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EMERSON INVESTMENT Portfolio Concentration

EMERSON INVESTMENT Location

30 FEDERAL STREET
5TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

EMERSON INVESTMENT Contact Information

Phone Number: (617)695-1516
Fax Number: (617)695-1551
Website:

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