Company Description
Adams Diversified Equity Fund, Inc. is a publicly owned investment manager.
The firm provides its services to investment companies.
The firm invests in the public equity markets of the United States.
It invests in stocks of large-cap companies across diversified sectors to make its investments.
The firm employs a fundamental, technical and quantitative analysis with a bottom-up stock picking approach, while focusing on earnings growth prospects, financial strength, cash flow generation, macro-economics, capital allocation, market competition, profitability.
It obtains external research to complement its in-house research to make its investments.
The firm benchmarks the performance of its portfolios against the S&P 500 Index.
It was formerly known as The Adams Express Company.
Adams Diversified Equity Fund, Inc. was founded in 1840 and is based in Baltimore, Maryland.
| Country | United States |
| IPO Date | Mar 17, 1980 |
| Industry | Asset Management |
| Sector | Financial Services |
| Employees | 30 |
| CEO | James Phillip Haynie C.F.A. |
Contact Details
Address: 500 East Pratt Street Baltimore, Maryland United States | |
| Website | https://www.adamsfunds.com/funds/diversified-equity |
Stock Details
| Ticker Symbol | ADX |
| Exchange | NYSE |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0000002230 |
| CUSIP Number | 006212104 |
| ISIN Number | US0062121043 |
| Employer ID | 13-4912740 |
| SIC Code |
Key Executives
| Name | Position |
|---|---|
| James Phillip Haynie C.F.A. | Chief Executive Officer, Senior Portfolio Manager & Director |
| Brian Stephen Hook C.F.A., CPA | Vice President & Chief Financial Officer |
| Christine M. Sloan CPA | Treasurer & Director of Human Resources |
| David R. Schiminger C.F.A. | Vice President of Research & Senior Equity Analyst |
| Douglas Cotton Swindell C.F.A. | Portfolio Manager & President |
| Gregory W. Buckley | Executive Vice President & Portfolio Manager |
| Janis Fonda Kerns | Vice President, General Counsel, Secretary & Chief Compliance Officer |
| Jeffrey R. Schollaert C.F.A. | Vice President of Research |
| Michael E. Rega C.F.A. | Vice President of Research and Senior Equity Analyst |
| Steven R. Crain CFA | Vice President of Research & Senior Equity Analyst |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 25, 2024 | SC 13D/A | [Amend] Filing |
| Nov 25, 2024 | NPORT-P | Filing |
| Oct 31, 2024 | 4 | Filing |
| Oct 29, 2024 | 4 | Filing |
| Oct 28, 2024 | 4 | Filing |
| Oct 25, 2024 | 13F-HR | Quarterly report filed by institutional managers, ... |
| Oct 23, 2024 | N-30B-2 | Filing |
| Aug 30, 2024 | N-PX | Filing |
| Aug 28, 2024 | NPORT-P | Filing |
| Aug 07, 2024 | SC 13D/A | [Amend] Filing |