ASHFORD CAPITAL Overview

Ashford Capital Management Inc is an investment advisor that manages 593.7 MM dollars in regulatory AUM and has 13 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 484MM in positions, representing 82% of the manager's regulatory AUM.

ASHFORD CAPITAL StockAlpha

+2.5%
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

ASHFORD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EBIX 5.87% Tech 5.14% 0.19% 1 8%
CASH 5.05% Financials 58.04% 2.1% 6 2%
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FEATURED IN
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ASHFORD CAPITAL Founders and Key Employees

Name Title In Position Since
Louise V. Horan Vice President, Operations (Class B Shares) April-2001
H. I. Ashford Theodore Chief Executive Officer, Director, President, Chief Investment Officer (Class A&B Shares) October-2011
Theodore H. Ashford Chairman, Director (Class A Shares) October-2011
Anthony M. Petrucci Chief Financial Officer & Chief Compliance Officer, Director (Class B Shares) October-2007
Joseph F. Petko Vice President & Director Of Research (Class B Shares) October-2008
John E. Hebert Vice President October-2007

ASHFORD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

ASHFORD CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


ACM’s Small Cap Growth investment philosophy is to capture the growth of small companies that are, or have the potential to become, market leaders. This is accomplished through fundamental research using a bottom up approach in selecting companies. Analysts apply this original research approach primarily by meeting with company managements and industry leaders. Institutionalization is monitored and evaluated both quantitatively and qualitatively. ACM seeks companies with a 20% appreciation for initial purchases as well as a long-term return. Primary focus is placed on a skilled experienced management team, shared management ownership, defined growth plan, integrity, product leadership, innovative service, new product/service opportunities, strong cash and earnings growth, conservative balance sheet, and a high return on equity over the long term.

ACM’s value/growth philosophy in Osprey Investment ...
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ASHFORD CAPITAL Portfolio Concentration

ASHFORD CAPITAL Location

ONE WALKERS MILL ROAD
WILMINGTON, Delaware
UNITED STATES, 19807-2317

ASHFORD CAPITAL Contact Information

Phone Number: 302-655-1750
Fax Number: 302-655-4641
Website:

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