ADDISON CAPITAL Overview

Addison Capital Company is an investment advisor that manages 571.5 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 114MM in positions, representing 20% of the manager's regulatory AUM.

ADDISON CAPITAL StockAlpha

-4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ADDISON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 4.88% Health -4.57% -0.03% 0 34%
MDLZ 2.96% Cons. Staples -6.22% -0.01% 0 14%
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FEATURED IN
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ADDISON CAPITAL Founders and Key Employees

Name Title In Position Since
Michael A. Church Ceo August-2007
Sandra Laster Chief Compliance Officer April-2009
Michael J. Durette Executive Vice President September-2011

ADDISON CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ADDISON CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

AC uses a combination of technical, fundamental and cyclical methods to assess risks and opportunities in the capital markets. Fundamental data helps identify companies, industries, and sectors with compelling
financial characteristics. Technical data help identify securities with attractive supply-demand
characteristics. Cyclical data uses macro economic analysis to help identify market trends. Investing in securities involves risk of loss that all clients should be prepared to bear.

The main sources of information AC uses include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC and company press releases. AC seeks to invest in securities with an 8 to
18-month time horizon, both to realize preferable tax rates on long-term capital gains and to manage trading...
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ADDISON CAPITAL Portfolio Concentration

ADDISON CAPITAL Location

1845 WALNUT ST.
22ND FLOOR
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103

ADDISON CAPITAL Contact Information

Phone Number: 215-563-6919
Fax Number: 215-525-4424
Website:

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