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 03/31/17. The fund's latest filing disclosed 11BN in positions, representing 164% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 03/31/17. The fund's latest filing disclosed 11BN in positions, representing 164% of the manager's regulatory AUM.
THOMASPARTNERS INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
THOMASPARTNERS INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JNJ | 3.28% | Health | 9.12% | 0.12% | 0 | 35% | ||
| XOM | 2.96% | Energy | -0.16% | 0.17% | 0 | 30% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
THOMASPARTNERS INC. Portfolio Concentration
THOMASPARTNERS INC. Location
ONE INTERNATIONAL PLACE
34TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110-2600
34TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110-2600
THOMASPARTNERS INC. Contact Information
Phone Number: 781.431.1430
Fax Number: 781.591.3375
Website: http://www.thomaspartnersinc.com
Fax Number: 781.591.3375
Website: http://www.thomaspartnersinc.com
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