The Edgar Lomax Company
- Company typePrivate
- Founded1986
- HeadquartersMilwaukee, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
The Edgar Lomax Company firmographics
Firmographics- Name
- The Edgar Lomax Company
- Legal name
- The Edgar Lomax Company
- Website
- https://edgarlomax.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
The Edgar Lomax Company industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where The Edgar Lomax Company is headquartered
LocationHeadquarters
- HQ city
- Milwaukee
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Edgar Lomax Company business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Others
Revenue model
- Investment Management Fees: The firm generates revenue through investment management fees charged on assets under management. The fund has a gross expense ratio of 1.05% and net expense ratio of 0.70% (contractual cap through February 2026).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Regular Investment Account - $2,500 minimum initial investment |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
The Edgar Lomax Company product offering
Product offeringCore offering
The Edgar Lomax Company is a registered investment advisor that manages large-cap value equity portfolios for institutional and high net worth clients through separate accounts, and for retail investors through the Edgar Lomax Value Fund, a no-load mutual fund. The firm applies a disciplined, bottom-up, fundamental-based stock picking process that invests in quality businesses from the S&P 500 trading at prices below estimated intrinsic value, with holdings typically characterized by low P/E and P/B ratios, stable or rising dividend yields, and conservative debt-to-equity levels. The sole business is large-cap value equity investment management, with approximately $1.6 billion in assets under management as of December 31, 2024.
Product overview
The Edgar Lomax Company offers a single focused investment strategy—large-cap value equity management—through two delivery vehicles. The Edgar Lomax Value Fund is a no-load mutual fund (incepted December 12, 1997) serving retail and institutional investors, while Separate Accounts provide the same investment discipline for institutional and high net worth clients requiring customized account management. Both products invest in quality large-cap companies trading at below-estimated intrinsic value, with holdings typically showing low price-to-earnings and price-to-book ratios, stable dividends, and conservative leverage.
Differentiator
Problem solved
Functional benefit
Products and services
- Edgar Lomax Value Fund A no-load mutual fund that invests primarily in large-cap value stocks from the S&P 500, targeting quality businesses with proven earnings records, stable dividends, and healthy balance sheets. The portfolio typically consists of 45-55 companies characterized by low P/E and P/B ratios, high and/or stable dividend yields, and conservative debt-to-equity levels. The fund is offered only to U.S. investors, with a $2,500 minimum initial investment ($1,000 for IRA or automatic investment plan), subsequent investments of $100 or more, a gross expense ratio of 1.05%, and a contractual net expense ratio cap of 0.70% through February 2026.
- Separate Accounts Custom separately managed accounts offered to institutional investors and high net worth individuals, applying the same large-cap value equity investment strategy as the Edgar Lomax Value Fund in a customized SMA format. Inquiries handled through the firm's business development contact.
Quantifiable outcome
- Gross Expense Ratio: 1.05%, Net Expense Ratio: 0.70% (contractual cap), Actual Total Annual Fund Operating Expenses: 0.50% for fiscal year ended October 31, 2024
Companies that use The Edgar Lomax Company
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
The Edgar Lomax Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Edgar Lomax Company partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Quasar Distributors, LLCcoreQuasar Distributors, LLC serves as the distributor for the Edgar Lomax Value Fund, facilitating the fund's availability to broker-dealers and investors across the United States.
Scale indicators4 records
Recent moves3 records
The Edgar Lomax Company competitors and assessment
Company assessmentBroad incumbents
- American Century Investments: American Century is a large, diversified asset manager offering U.S. value equity mutual funds and separate accounts alongside a much broader product lineup, including growth, fixed income, and alternatives.
- T. Rowe Price: T. Rowe Price is a global asset manager with established U.S. value equity products distributed to institutional and retail clients; broader in scope but significantly overlapping in target customer and category.
- BlackRock: BlackRock offers a wide range of U.S. value equity strategies across iShares and active funds, competing for institutional and retail capital flows in the same U.S. large-cap value category.
- Wellington Management: Wellington is a large, private asset manager with dedicated U.S. value equity strategies offered to institutional clients, overlapping in target customer and product even though its overall scope is far broader.
- Vanguard Group: Vanguard operates the Vanguard Value Index Funds and active value vehicles, competing directly with Edgar Lomax in the U.S. large-cap value equity category at a much larger scale and lower fee point.
Emerging players
- Royce Investment Partners: Royce is a specialist active equity manager with a disciplined, fundamentals-driven approach across mutual funds and separate accounts, sharing comparable size, philosophy, and client mix with Edgar Lomax.
- Cohen & Steers: Cohen & Steers is a smaller, specialized asset manager focused on real assets and active equities, with comparable distribution through mutual funds and separate accounts and a similar boutique-firm profile to Edgar Lomax.
Direct peers
- Pzena Investment Management: Pzena is a publicly-traded asset manager specializing in global and U.S. value equity strategies for institutional and retail clients, making it one of the most direct pure-play large-cap value comparables to Edgar Lomax.
- Dodge & Cox: Dodge & Cox is an employee-owned, value-focused investment manager offering mutual funds and separate accounts in U.S. and international equities, with a long-tenured, fundamentals-driven approach very similar to Edgar Lomax's.
- Brandes Investment Partners: Brandes is a privately-held, value-oriented investment manager serving institutional and individual clients through mutual funds and separate accounts — a closely comparable business model and product mix to Edgar Lomax.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
The Edgar Lomax Company social profiles
Digital presenceThe Edgar Lomax Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Edgar Lomax Company leadership team
Management profileNumber of profiles
Profiles2 records
The Edgar Lomax Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Edgar Lomax Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Edgar Lomax Company
What does The Edgar Lomax Company do?
The Edgar Lomax Company is a registered investment advisor that manages large-cap value equity portfolios for institutional and high net worth clients through separate accounts, and for retail investors through the Edgar Lomax Value Fund, a no-load mutual fund. The firm applies a disciplined, bottom-up, fundamental-based stock picking process that invests in quality businesses from the S&P 500 trading at prices below estimated intrinsic value, with holdings typically characterized by low P/E and P/B ratios, stable or rising dividend yields, and conservative debt-to-equity levels. The sole business is large-cap value equity investment management, with approximately $1.6 billion in assets under management as of December 31, 2024.
Is The Edgar Lomax Company a public or private company?
The Edgar Lomax Company is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Edgar Lomax Company founded?
The Edgar Lomax Company was founded in 1986. It employs 1 to 10 people.
Where is The Edgar Lomax Company based?
The Edgar Lomax Company is headquartered in Milwaukee, United States, in the North America region.
How does The Edgar Lomax Company make money?
One revenue line is on record: investment Management Fees.
Who are The Edgar Lomax Company's main competitors?
Broad incumbents on record are American Century Investments, T. Rowe Price, BlackRock, Wellington Management and Vanguard Group. Emerging players are Royce Investment Partners and Cohen & Steers. Direct peers are Pzena Investment Management, Dodge & Cox and Brandes Investment Partners.
Does The Edgar Lomax Company have an API?
No public API is recorded for The Edgar Lomax Company.
What industry is The Edgar Lomax Company in?
The Edgar Lomax Company's product category is Investment Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based). Its NAICS code is 523940 and its SIC code is 6282.