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 06/30/16. The fund's latest filing disclosed 1BN in positions, representing 61% of the manager's regulatory AUM.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PALLADIUM PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEA 6.25% ETF 4.59% 0.09% 0 7%
AAPL 2.73% Tech 23.73% 0.31% 0 45%
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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

Type Company

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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PALLADIUM PARTNERS Portfolio Concentration


SUITE 1000
NORFOLK, Virginia
UNITED STATES, 23510-3320

PALLADIUM PARTNERS Contact Information

Phone Number: 757-305-1500
Fax Number: 757-305-1538



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