ADVISORS CAPITAL Overview

Advisors Capital Management Llc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 17 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/05 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 97% of the manager's regulatory AUM.

ADVISORS CAPITAL StockAlpha

-3.3%
Top 25%
3yr StockAlpha Register for more...

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

ADVISORS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BXMT 2.36% Financials 3.74% -0.22% 1 3%
FSC 2.01% Financials -4.87% -0.37% 4 5%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ADVISORS CAPITAL Founders and Key Employees

Name Title In Position Since
Charles Lieberman Managing Member, Chief Investment Officer December-2002
Kevin G. Kern Managing Member, Chief Compliance Officer December-2002
Michael S. Lieberman Managing Member December-2004
David J. Lieberman Managing Member June-2005
Jeremy A. Lieberman Owner December-2006

ADVISORS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ADVISORS CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell). Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market, regardless of the economic and financial factors considered in evaluating the stock.

Quantitative Analysis. We use mathematical models in an attempt to obtain more accurate measurements of a company’s quantifiabl...
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ADVISORS CAPITAL Portfolio Concentration

ADVISORS CAPITAL Location

10 WILSEY SQUARE
SUITE 200
RIDGEWOOD, New Jersey
UNITED STATES, 07450

ADVISORS CAPITAL Contact Information

Phone Number: (201) 426-0081
Fax Number: (201) 426-0086
Website:

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