AFAM CAPITAL INC. Overview

Afam Capital Inc. is an investment advisor that manages 830 MM dollars in regulatory AUM and has 30 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/01 to 09/30/16. The fund's latest filing disclosed 626MM in positions, representing 75% of the manager's regulatory AUM.

AFAM CAPITAL INC. StockAlpha

-1.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

AFAM CAPITAL INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 1.65% Tech 5.25% 0.11% 0 36%
AET 1.65% Health 12.37% 0.3% 0 19%
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FEATURED IN
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AFAM CAPITAL INC. Founders and Key Employees

Name Title In Position Since
John Buckingham Cio December-2001
Jeffrey A. Montgomery Ceo March-2010
Gerald W. Buetow Cio November-2009
Elizabeth M. Willmore Chief Compliance Officer May-2012
Coby J. Stilp Chief Financial Officer July-2013

AFAM CAPITAL INC. Brokers, Custodians, Auditors and Administrators

Type Company

AFAM CAPITAL INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We generally provide management services for exchange-listed and over-the-counter traded equity securities and exchange traded products (primarily exchange traded funds). We do not generally analyze or manage commercial paper, bank certificates of deposit, municipal securities, U.S. government securities, option contracts on commodities, or interests in partnerships (except for master limited partnerships traded on exchanges). However, we may provide advice on any type of investment held in a client’s portfolio at the start of the advisory relationship.

We use data sources such as Bloomberg and Thompson in order to run analytics.

AFAM’s Al Frank Asset Management division buys common stocks that it considers to be undervalued and that trade on the U.S. exchanges. Stocks are held in widely diversified portfolios for their long-term appreciation potential, or until our research finds a...
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AFAM CAPITAL INC. Portfolio Concentration

AFAM CAPITAL INC. Location

12117 FM 2244
BUILDING 3, SUITE 170
AUSTIN, Texas
UNITED STATES, 78738

AFAM CAPITAL INC. Contact Information

Phone Number: 512-354-7041
Fax Number: 512-402-1014
Website:

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