THOMASPARTNERS INC. Overview

Thomaspartners Inc. is an investment advisor that manages 6.6 BN dollars in regulatory AUM and has 27 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 8BN in positions, representing 124% of the manager's regulatory AUM.

THOMASPARTNERS INC. StockAlpha

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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

THOMASPARTNERS INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 3.55% Health -4.57% -0.02% 0 34%
IBM 2.83% Tech 1.65% 0.1% 0 24%
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FEATURED IN
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THOMASPARTNERS INC. Founders and Key Employees

Name Title In Position Since
Gregory N. Thomas Senior Vice President And Chief Investment Strategist June-2001
William P. Mcmahon Senior Vice President And Chief Investment Officer December-2008
Bryan L. Olson President December-2012
William F. Quinn Senior Vice President And Treasurer December-2012
Marc W. Mcdonough Vice President And Chief Operating Officer December-2012
Rhett C. Bratt Chief Financial Officer December-2012
Michael E. Gillespie Chief Compliance Officer February-2015
Alyssa Duffy Director - Legal Counsel July-2013

THOMASPARTNERS INC. Brokers, Custodians, Auditors and Administrators

Type Company

THOMASPARTNERS INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ThomasPartners uses both quantitative and qualitative techniques to identify attractive securities for inclusion in its Dividend Growth strategies. This process includes both foreign and domestic
companies with market capitalizations in excess of $1 billion and in many cases, has histories of
annual dividend growth. Particular attention is paid to a company’s current dividend policy as well as its potential to increase its dividend in the future. We then analyze the companies with respect to:

• Business quality;
• Returns on capital;
• Free cash flow and capital intensity;
• Balance sheet strength; and



8
• Valuation.

Finally, we use a discounted cash flow analysis and/or other appropriate valuation techniques to develop intrinsic value estimates for the companies identified through the methods above.

In response to the needs or ...
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THOMASPARTNERS INC. Portfolio Concentration

THOMASPARTNERS INC. Location

ONE INTERNATIONAL PLACE
34TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110-2600

THOMASPARTNERS INC. Contact Information

Phone Number: 781.431.1430
Fax Number: 781.591.3375
Website:

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