PIEDMONT INVESTMENT Overview

Piedmont Investment Advisers is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 21 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/03 to 06/30/16. The fund's latest filing disclosed 5BN in positions, representing 191% of the manager's regulatory AUM.

PIEDMONT INVESTMENT StockAlpha

+0.3%
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

PIEDMONT INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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PIEDMONT INVESTMENT Founders and Key Employees

Name Title In Position Since
Isaac H. Green Executive Officer/Manager/Cio/Ceo August-2000
Charles L. Curry Co Cio/Evp November-2010
Sumali Sanyal Chief Operating Officer/Evp February-2009
Marion P. White Cco And Cfo November-2013
Eugenie G. Logue Manager May-2014
William J. Militello Managing Principal/Chief Compliance Officer January-2003
Larry M. Trammell Owner January-2003

PIEDMONT INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

PIEDMONT INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Equity Investment Philosophy and Process

Piedmont’s risk‐aware equity investment philosophy focuses on extracting alpha from three interconnected parts of our process: Quantitative, Fundamental, and Macro. We believe that this combination offers us the best opportunity to outperform in the long term and maximize the return per unit of risk for our clients.

All of Piedmont’s equity products use this three‐pronged process with each component used in varying degrees for each product. Strategic Core is managed using a fundamental process but utilize quantitative models as a source of idea generation; macro insights are taken into consideration in the process of portfolio construction. For the Market Plus, Optimized SMID Core and Optimized Small Cap Core, the quantitative models are the primary drivers of stock selection and portfolio construction while fundamental and macro insight...
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PIEDMONT INVESTMENT Portfolio Concentration

PIEDMONT INVESTMENT Location

300 W. MORGAN STREET
SUITE 1200
DURHAM, North Carolina
UNITED STATES, 27701

PIEDMONT INVESTMENT Contact Information

Phone Number: 919-688-8600
Fax Number: 919-688-8433
Website:

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