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 03/31/20. The fund's latest filing disclosed 218MM in positions, representing 97% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/20. The fund's latest filing disclosed 218MM in positions, representing 97% of the manager's regulatory AUM.
ARIEL CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ARIEL CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VCSH | 10.35% | ETF | 6.06% | -0.54% | 0 | 8% | ||
| IWM | 3.46% | ETF | 38.32% | 0.24% | 0 | 17% | ||
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FEATURED IN
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.
7
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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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.
7
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
2ND FLOOR
NAPLES, Florida
UNITED STATES, 34108
ARIEL CAPITAL Contact Information
Phone Number: 239-451-6007
Fax Number: 239-431-3914
Website: http://www.arielcapitaladvisors.com
Fax Number: 239-431-3914
Website: http://www.arielcapitaladvisors.com
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