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 09/30/16. The fund's latest filing disclosed 230MM in positions, representing 71% of the manager's regulatory AUM.

GREATMARK INVESTMENT StockAlpha

-2.7%
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

GREATMARK INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AFL 8.4% Financials -2.55% -1.87% 0 15%
AAPL 5.21% Tech -0.31% -0.08% 0 42%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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GREATMARK INVESTMENT Portfolio Concentration

GREATMARK INVESTMENT Location

6001 RIVER RD
SUITE 300
COLUMBUS, Georgia
UNITED STATES, 31904-4556

GREATMARK INVESTMENT Contact Information

Phone Number: 706-327-2128
Fax Number: 706-327-7487
Website:

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