FOLGER NOLAN FLEMING Overview

Folger Nolan Fleming Douglas Capital Management Inc is an investment advisor that manages 768.3 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 604MM in positions, representing 79% of the manager's regulatory AUM.

FOLGER NOLAN FLEMING StockAlpha

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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

FOLGER NOLAN FLEMING Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DD 29.66% Materials 9.79% 1.54% 1 18%
VGT 4.27% ETF -2.08% -0.16% 0 3%
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FEATURED IN
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FOLGER NOLAN FLEMING Founders and Key Employees

Name Title In Position Since
Joseph M. Urban Chief Compliance Officer January-2006
Richard S. Foster President, Chief Executive Officer, Chief Operating Officer & Treasurer January-2006
Lee M. Folger Chairman Of The Board January-2006
Neil C. Folger Director, Executive Vice President November-2012
John R. Current Secretary, Senior Executive Vice President And Director July-2013

FOLGER NOLAN FLEMING Brokers, Custodians, Auditors and Administrators

Type Company

FOLGER NOLAN FLEMING Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

CMI uses fundamental methods of analysis in determining the securities to be purchased or sold. The main sources of information include research reports prepared by others, financial publications, corporate rating services, company press releases, annual reports, prospectuses, and filings with the Securities and Exchange Commission.

As indicated, CMI uses a long-term buy and hold strategy focused on individualized account management with investments generally in large-cap equity securities and fixed income securities. ETFs are used to gain exposure to small- and mid-cap equity securities, specific equity market sectors, international stocks or fixed income. ETFs represent shares of ownership in either mutual funds or unit investment trusts that hold portfolios of common stocks or bonds, which are designed generally to correspond to the price and yield performance of their underlying indexes, representing eith...
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FOLGER NOLAN FLEMING Portfolio Concentration

FOLGER NOLAN FLEMING Location

725 15TH STREET N.W.
WASHINGTON, District of Columbia
UNITED STATES, 20005

FOLGER NOLAN FLEMING Contact Information

Phone Number: 202-626-5220
Fax Number: 202-783-5164
Website:

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