GREATMARK INVESTMENT Overview
Greatmark Investment Partners Inc. is an investment advisor that manages 323.9 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 12/31/22. The fund's latest filing disclosed 547MM in positions, representing 169% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 12/31/22. The fund's latest filing disclosed 547MM in positions, representing 169% of the manager's regulatory AUM.
GREATMARK INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GREATMARK INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AFL | 5.78% | Financials | -11.63% | -0.2% | 0 | 14% | ||
| AAPL | 4.73% | Tech | 28.32% | 0.44% | 0 | 45% | ||
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FEATURED IN
GREATMARK INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffrey G. Adams | President, Chief Compliance Officer | March-2002 |
| Richard B. Illges | Vice President/Secretary/Treasurer | September-2013 |
GREATMARK INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GREATMARK INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
At Greatmark, we attempt to earn superior returns by investing in solid, well-managed businesses for the long-term. We want to invest with capable management teams that exhibit strong shareholder-oriented stewardship. We look for financially sound businesses which possess a sustainable competitive advantage. Having identified investment candidates that meet our criteria, we invest in the stock of a company if we believe we can purchase the shares for less than what we think they are worth. Common stock represents an ownership position in a real business, and we look upon our equity investments as owning pieces of that business. When we do invest in a business, we do so with the perspective of patient,
long-term owners, not traders, and expect to remain in the investment for a period of several years, as the market will eventually recognize value as the management teams continue to
...
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METHODS OF ANALYSIS
At Greatmark, we attempt to earn superior returns by investing in solid, well-managed businesses for the long-term. We want to invest with capable management teams that exhibit strong shareholder-oriented stewardship. We look for financially sound businesses which possess a sustainable competitive advantage. Having identified investment candidates that meet our criteria, we invest in the stock of a company if we believe we can purchase the shares for less than what we think they are worth. Common stock represents an ownership position in a real business, and we look upon our equity investments as owning pieces of that business. When we do invest in a business, we do so with the perspective of patient,
long-term owners, not traders, and expect to remain in the investment for a period of several years, as the market will eventually recognize value as the management teams continue to
...
Get the Full Report
GREATMARK INVESTMENT Portfolio Concentration
GREATMARK INVESTMENT Location
6001 RIVER RD
SUITE 300
COLUMBUS, Georgia
UNITED STATES, 31904-4556
SUITE 300
COLUMBUS, Georgia
UNITED STATES, 31904-4556
GREATMARK INVESTMENT Contact Information
Phone Number: 706-327-2128
Fax Number: 706-327-7487
Website: http://www.greatmarkonline.com
Fax Number: 706-327-7487
Website: http://www.greatmarkonline.com
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