MADISON INVESTMENT Overview

Madison Investment Holdings Inc is an investment advisor.

The manager's has disclosed holdings from 06/30/02 to 09/30/16.

MADISON INVESTMENT StockAlpha

-1%
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

MADISON INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IEF 2.74% ETF -6.13% -0.21% 1 3%
IJH 2.32% ETF 9.38% 0.11% 0 5%
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FEATURED IN
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MADISON INVESTMENT Founders and Key Employees

Name Title In Position Since
Frank E. Burgess Shareholder And Chairman Of The Board Of Directors January-1974
Michael J. Schlageter Member Of The Board Of Directors August-1986
Katherine L. Frank Executive Director, Chief Operating Officer And Member Of The Board Of Directors September-1986
Jay R. Sekelsky Executive Director, Chief Investment Officer And Member Of The Board Of Directors January-1990
Paul A. Lefurgey Executive Director And Member Of The Board Of Directors January-2008
Elizabeth A. Dettman Managing Director And Cfo September-2008
Steven A. Carl Executive Director January-2014
Lisa R. Lange Chief Compliance Officer And Chief Legal Officer March-2015

MADISON INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

MADISON INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Investment Strategies
Within the philosophies described below, our general investment strategies are to make long-term (securities held at least a year) and short-term (securities sold within a year) purchases.

Fixed-Income. Our strategy is to determine the overall direction of interest rates and position durations accordingly. We analyze the yield curve to determine the most advantageous portfolio construction. We determine the relative attractiveness of corporate vs. government and/or government agency securities. Based on the results of our analysis, we adjust durations/maturities when conditions indicate and shorten portfolio exposure when necessary to preserve capital.

In addition, we are active duration managers. This means that when we believe interest rates are falling, we lengthen duration to take advantage of the increased returns that should be available as rates drop. Lik...
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MADISON INVESTMENT Portfolio Concentration

MADISON INVESTMENT Location

550 SCIENCE DRIVE
MADISON, Wisconsin
UNITED STATES, 53711

MADISON INVESTMENT Contact Information

Phone Number: 608-274-0300
Fax Number: 608-274-7905
Website:

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