PALLADIUM PARTNERS Overview
Palladium Partners Llc is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 25 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 126% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 126% of the manager's regulatory AUM.
PALLADIUM PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PALLADIUM PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
PALLADIUM PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Katherine C. Willis | Director | January-2012 |
| James J. Izard | Director | January-2012 |
| Dickinson B. Phillips | Director | January-2012 |
| John C. Benedict | Chief Financial Officer/Director | January-2012 |
| Henry U. Harris | Director | January-2012 |
| Nancy E. Renshaw | Chief Compliance Officer | April-2009 |
| Kristen M. Potter | Chief Operating Officer | January-2012 |
| Rhonda W. Robinett | Chief Administrative Officer | January-2012 |
PALLADIUM PARTNERS Brokers, Custodians, Auditors and Administrators
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PALLADIUM PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our equity selection process focuses on stocks that are high quality, diversified among industries and have attractive valuation. High quality is obtained by screening for stocks that have key safety and financial strength metrics (Exceptions need to be approved by the Investment Committee). Diversification is addressed by purchasing a number of individual stocks that, when combined together, have a similar average size and economic sector distribution as the S&P 500 Index. Diversification can also be obtained through the use of exchange traded funds or mutual funds that hold numerous individual equities. Valuation is determined by the ratio of a stock’s price to its underlying earnings power along with earnings and price trends. Current earnings, historic earnings and estimated future earnings are all used to determine a company’s underlying earnings power. All of this information is combined an...
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Our equity selection process focuses on stocks that are high quality, diversified among industries and have attractive valuation. High quality is obtained by screening for stocks that have key safety and financial strength metrics (Exceptions need to be approved by the Investment Committee). Diversification is addressed by purchasing a number of individual stocks that, when combined together, have a similar average size and economic sector distribution as the S&P 500 Index. Diversification can also be obtained through the use of exchange traded funds or mutual funds that hold numerous individual equities. Valuation is determined by the ratio of a stock’s price to its underlying earnings power along with earnings and price trends. Current earnings, historic earnings and estimated future earnings are all used to determine a company’s underlying earnings power. All of this information is combined an...
Unlock Full Investment Process Description
PALLADIUM PARTNERS Portfolio Concentration
PALLADIUM PARTNERS Location
999 WATERSIDE DRIVE
SUITE 1000
NORFOLK, Virginia
UNITED STATES, 23510-3320
SUITE 1000
NORFOLK, Virginia
UNITED STATES, 23510-3320
PALLADIUM PARTNERS Contact Information
Phone Number: 757-305-1500
Fax Number: 757-305-1538
Website: http://www.palladiumllc.com
Fax Number: 757-305-1538
Website: http://www.palladiumllc.com
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