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 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 32% of the manager's regulatory AUM.

ANCHOR CAPITAL StockAlpha

+0.2%
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

ANCHOR CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ZBH 2.21% Health -19.69% -0.32% 0 13%
BR 2.03% Tech -3.41% -0.08% 1 9%
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FEATURED IN
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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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ANCHOR CAPITAL Portfolio Concentration

ANCHOR CAPITAL Location

ONE POST OFFICE SQUARE
BOSTON, Massachusetts
UNITED STATES, 02109-2103

ANCHOR CAPITAL Contact Information

Phone Number: 617-338-3800
Fax Number: 617-426-6871
Website:

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