Edgar Lomax Co/va
The Edgar Lomax Company is a registered investment adviser founded in September 1986 by Randall R. Eley and headquartered in Alexandria, Virginia. It manages approximately $1.6 billion in assets (as of December 2024), focusing exclusively on large-cap value equity investment management for institutional and high net worth clients through separate accounts and for retail clients via its mutual fund, the Edgar Lomax Value Fund. The firm has an employee count in the range of 11–50 and primarily serves clients seeking high-quality, value-based portfolio management.
Investment Strategy
Edgar Lomax employs a bottom-up, large-cap value equity investment strategy focused on investing in quality businesses with long-standing records of strong earnings and stable dividend yields. The firm seeks to obtain the highest possible return with the lowest possible risk, targeting undervalued, well-recognized large companies. Its approach is designed to fully participate in rising equity markets while limiting downside volatility, emphasizing long-term value and stability.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CVS | CVS HEALTH CORP COM | 5.27% | $83.2M | 1,206,825 | $74.58 | $68.98 | +$169.4K |
V VZ | VERIZON COMMUNICATIONS COM | 4.86% | $76.9M | 1,776,446 | $47.77 | $43.27 | -$5.0M |
I IBM | INTERNATIONAL BUSINESS MACHINE | 4.33% | $68.5M | 232,232 | $160.99 | $294.78 | +$9.8M |
M MDLZ | MONDELEZ INTL INC CL A | 4.27% | $67.5M | 1,000,335 | $62.21 | $67.44 | -$1.5M |
K KO | COCA COLA CO COM | 4.25% | $67.2M | 950,325 | $61.60 | $70.75 | -$1.9M |