ARIEL CAPITAL Overview

Ariel Capital Advisors Llc is an investment advisor that manages 225.4 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 166MM in positions, representing 74% of the manager's regulatory AUM.

ARIEL CAPITAL StockAlpha

-3.6%
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

ARIEL CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EFA 4.04% ETF -0.69% -0.22% 0 13%
VEA 3.95% ETF -0.78% -0.22% 0 8%
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FEATURED IN
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ARIEL CAPITAL Founders and Key Employees

Name Title In Position Since
Christopher P. Bray Manager/Member/President/Chief Compliance Officer January-2014

ARIEL CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ARIEL CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies

Methods of Analysis

ACA’s methods of security analysis may include charting, fundamental analysis, technical analysis and cyclical analysis.
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Charting

Charting involves the use of patterns in performance charts which might identify favorable conditions for buying and/or selling a security. Charts of market and security activity are reviewed in an attempt to identify when the market is moving up or down and to predict how long the trend will last and when that trend may reverse.

Fundamental Analysis

Fundamental analysis is a method of evaluating securities by attempting to measure the intrinsic value of a stock. Fundamental analysts study the overall economy and industry conditions, the financial condition of a company, details regarding the company’s product line,...
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ARIEL CAPITAL Portfolio Concentration

ARIEL CAPITAL Location

9132 STRADA PLACE
2ND FLOOR
NAPLES, Florida
UNITED STATES, 34108

ARIEL CAPITAL Contact Information

Phone Number: 239-451-6007
Fax Number: 239-431-3914
Website:

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Disclaimer

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