ANCHOR CAPITAL Overview
Anchor Capital Advisors Llc is an investment advisor that manages 8.8 BN dollars in regulatory AUM and has 51 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 4BN in positions, representing 45% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 4BN in positions, representing 45% of the manager's regulatory AUM.
ANCHOR CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ANCHOR CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| FRC | 2.45% | Financials | 17.35% | 0.1% | 1 | 9% | ||
| DG | 2.27% | Cons. Disc. | 3.29% | -0.29% | 0 | 19% | ||
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FEATURED IN
ANCHOR CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William P. Rice | President, Treasurer | April-1983 |
| Stephen C. Brown | Director | April-1986 |
| Clayton G. Deutsch | Director | October-2010 |
| David J. Kaye | Director | October-2010 |
| Diane M. Debono Schafer | Chief Compliance Officer | November-2012 |
| Mark Bergen | Chief Financial Officer & Chief Operating Officer | May-2013 |
| Timothy G. Dalton | Director | January-2008 |
ANCHOR CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ANCHOR CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis – DMA and SMA Divisions
With respect to the DMA and SMA Divisions, Anchor Capital utilizes a combination of internal and external sources to analyze securities. The principal methods of analysis are as follows:
Screening: Initially a broad universe is screened using different multi-factor valuation criteria: low valuation, high dividend yield, dividend growth, private market value and numerous other metrics.
Fundamental Analysis: Fundamental analysis is the key component of our investment process and includes reviewing numerous information sources to determine which securities represent real value in the economic and investment environment that is evolving. Our analysts interview corporate management, competitors, customers and independent research sources.
Technical Analysis: Anchor Capital also examines technical data to supplement the fundamental analysis;...
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Methods of Analysis – DMA and SMA Divisions
With respect to the DMA and SMA Divisions, Anchor Capital utilizes a combination of internal and external sources to analyze securities. The principal methods of analysis are as follows:
Screening: Initially a broad universe is screened using different multi-factor valuation criteria: low valuation, high dividend yield, dividend growth, private market value and numerous other metrics.
Fundamental Analysis: Fundamental analysis is the key component of our investment process and includes reviewing numerous information sources to determine which securities represent real value in the economic and investment environment that is evolving. Our analysts interview corporate management, competitors, customers and independent research sources.
Technical Analysis: Anchor Capital also examines technical data to supplement the fundamental analysis;...
Unlock Full Investment Process Description
ANCHOR CAPITAL Portfolio Concentration
ANCHOR CAPITAL Location
ONE POST OFFICE SQUARE
BOSTON, Massachusetts
UNITED STATES, 02109-2103
BOSTON, Massachusetts
UNITED STATES, 02109-2103
ANCHOR CAPITAL Contact Information
Phone Number: 617-338-3800
Fax Number: 617-426-6871
Website: http://www.anchorcapital.com
Fax Number: 617-426-6871
Website: http://www.anchorcapital.com
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