The Edgar Lomax Company

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

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

• Large-cap value equity
• Mutual fund management
• Separate account management
• Value investment strategy
• Registered investment advisor

Headquarters

HQ city

Milwaukee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core 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

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Quasar Distributors, LLCcoreChannel Partner/ Reseller/ DistributorQuasar 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

Broad 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

• LinkedInlinkedin.com/company/edgar-lomax-co

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Edgar Lomax Company