FINANCIAL ADVANTAGE Overview

Financial Advantage Inc. is an investment advisor that manages 320.4 MM dollars in regulatory AUM and has 12 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 108MM in positions, representing 34% of the manager's regulatory AUM.

FINANCIAL ADVANTAGE StockAlpha

-0.8%
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

FINANCIAL ADVANTAGE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GLD 9.69% ETF -11.31% -1.17% 0 18%
IGV 9.48% ETF -2.9% -0.53% 0 3%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

FINANCIAL ADVANTAGE Founders and Key Employees

Name Title In Position Since
J M. Martin Chief Investment Officer July-1987
Lyn A. Dippel President/Chief Compliance Officer January-2007
Curtis R. Gross Treasurer January-2013
Andrew L. Smith Chief Technology Officer January-2014

FINANCIAL ADVANTAGE Brokers, Custodians, Auditors and Administrators

Type Company

FINANCIAL ADVANTAGE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our investment strategies and advice may vary depending upon each client's specific financial situation. As such, we determine investments and allocations based upon your predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, or other various suitability factors. Your restrictions and guidelines may affect the composition of your portfolio.



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Methods of Analysis
We may use one or more of the following methods of analysis when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such
as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for th...
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FINANCIAL ADVANTAGE Portfolio Concentration

FINANCIAL ADVANTAGE Location

10211 WINCOPIN CIRCLE
SUITE 220
COLUMBIA, Maryland
UNITED STATES, 21044-3308

FINANCIAL ADVANTAGE Contact Information

Phone Number: 410-715-9200
Fax Number: 410-715-9202
Website:

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