SCHMIDT P J INVESTMENT Overview

Schmidt P J Investment Management Inc is an investment advisor that manages 448.9 MM dollars in regulatory AUM and has 11 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 268MM in positions, representing 60% of the manager's regulatory AUM.

SCHMIDT P J INVESTMENT StockAlpha

-1.5%
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

SCHMIDT P J INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 2.85% Health -4.57% -0.02% 0 34%
MSFT 2.7% Tech 3.56% 0.17% 0 36%
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FEATURED IN
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SCHMIDT P J INVESTMENT Founders and Key Employees

Name Title In Position Since
Elizabeth N. Schmidt Secretary/Director/Treasurer December-1981
Phillip J. Schmidt President/Director December-1981
Patrick N. Sommerfield Cco/Vice President/Director December-2002

SCHMIDT P J INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

SCHMIDT P J INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

The combined use of Fundamental Analysis, Technical Analysis, Cyclical Analysis, Qualitative Analysis and Asset Allocation is intended to gain the advantages of each method while limiting the risk of solely relying on a single approach.

Fundamental Analysis. W e attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is attractively priced for purchase or overpriced (indicating it may be time to sell).

Fundamental analysis does not focus on anticipated market movements. This presents a potential risk, as the price of a security can move up or down along with the...
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SCHMIDT P J INVESTMENT Portfolio Concentration

SCHMIDT P J INVESTMENT Location

W62 N570 WASHINGTON AVENUE
CEDARBURG, Wisconsin
UNITED STATES, 53012

SCHMIDT P J INVESTMENT Contact Information

Phone Number: 262-377-0484
Fax Number: 262-375-9250
Website:

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