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 03/31/17. The fund's latest filing disclosed 281MM in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 281MM in positions, representing 63% of the manager's regulatory AUM.
SCHMIDT P J INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SCHMIDT P J INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 3.21% | ETF | 5.38% | 0% | 0 | 9% | ||
| AAPL | 3.01% | Tech | 5.24% | -0.12% | 0 | 40% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
SCHMIDT P J INVESTMENT Portfolio Concentration
SCHMIDT P J INVESTMENT Location
W62 N570 WASHINGTON AVENUE
CEDARBURG, Wisconsin
UNITED STATES, 53012
CEDARBURG, Wisconsin
UNITED STATES, 53012
SCHMIDT P J INVESTMENT Contact Information
Phone Number: 262-377-0484
Fax Number: 262-375-9250
Website: null
Fax Number: 262-375-9250
Website: null
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