KALMAR INVESTMENTS Overview

Kalmar Investments Inc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 24 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 217% of the manager's regulatory AUM.

KALMAR INVESTMENTS StockAlpha

-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

KALMAR INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WST 2.68% Health 9.54% 0.38% 1 9%
ACXM 2.62% Tech -3.45% -0.06% 5 3%
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FEATURED IN
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KALMAR INVESTMENTS Founders and Key Employees

Name Title In Position Since
Ford B. Draper President & Director, Direct Owner March-1986
Ford B. Draper Iii Managing Director, Direct Owner March-2001
Marjorie L. Mcmenamin Director Of Operations, Direct Owner March-2001
Nancy M. Romito Client Services, Direct Owner March-2001
Gregory S. Travers Portfolio Manager/Analyst, Direct Owner March-2001
Dana F. Walker Portfolio Manager/Analyst, Direct Owner March-2001
Steffen J. Torres Portfolio Manager/Analyst, Direct Owner March-2001
Jeffrey O. Stroble Client Services, Direct Owner January-2003
Jeannine D. Laughman Portfolio Manager/Analyst, Direct Owner December-2004
Monica E. Butler Head Trader, Direct Owner December-2004
Kimberly R. Portmann Chief Compliance Officer July-2004
Brian D. Draper Vice President, Director March-1986
Leonard S. Sanders Portfolio Manager/Analyst, Direct Owner April-2008
Avery L. Draper Trader, Direct Owner January-2010
Gregory X. Falcon Portfolio Manager/Analyst, Direct Owner January-2011
Stephen J. Bowen Portfolio Manager/Analyst, Direct Owner December-2012
Cynthia A. Richards Treasurer January-2014

KALMAR INVESTMENTS Brokers, Custodians, Auditors and Administrators

Type Company

KALMAR INVESTMENTS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Kalmar’s “ rowth‐with‐Value” investment style that is the foundation of the firm’s Small Cap, SMid Cap, and Mid Cap investment strategies is driven primarily by the proprietary bottom‐up, fundamental investment research and analysis conducted by Kalmar’s investment team. This research seeks to identify good businesses that are expected to improve the quality of their business characteristics, that are expected to sustain future revenue and earnings growth rates over the next two years or more that are substantially greater than the broad rate of economic growth, and that have stocks trading at valuation levels that the investment team believes can expand over a two‐year or longer investment horizon if the business value of the enterprise grows as expected. Businesses whose future growth is expected to be aided by favorable environmental factors, including favorable economic condition...
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KALMAR INVESTMENTS Portfolio Concentration

KALMAR INVESTMENTS Location

BARLEY MILL HOUSE
3701 KENNETT PIKE
WILMINGTON, Delaware
UNITED STATES, 19807

KALMAR INVESTMENTS Contact Information

Phone Number: 302-658-7575
Fax Number: 302-658-7513
Website:

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