BECK CAPITAL Overview

Beck Capital Management Llc is an investment advisor that manages 228.5 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 164MM in positions, representing 72% of the manager's regulatory AUM.

BECK CAPITAL StockAlpha

-5.4%
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

BECK CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FB 5.43% Tech -10.27% -0.41% 0 37%
AMZN 3.25% Cons. Disc. -11.19% -0.45% 0 32%
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BECK CAPITAL Founders and Key Employees

Name Title In Position Since
James F. Beck Chief Investment Advisor December-2009
William F. Gregory Chief Compliance Officer December-2009

BECK CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

BECK CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Form ADV Part 2A, Item 8

The Advisor may use some or all of the following methods of analysis: Fundamental, Technical, or Cyclical in formulating its investment strategies for giving investment advice or managing client assets. Each client should be aware that securities investing involves risk of loss and should be prepared to bear any such loss of that investment.

Advisor’s investment philosophy centers around a method called Sector Rotation. The Advisor believes that as economies cycle, different sectors of those economies have distinct advantages, while others move from favor to disadvantage. Fortunately, these cycles usually last for one to five years, so it is not a discipline which requires unusual amounts of trading. Accounts are actively managed and taxation is heavily considered.

The Advisor does not recommend any one particular type of security in its underlying investment port...
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BECK CAPITAL Portfolio Concentration

BECK CAPITAL Location

2009 S. CAPITAL OF TEXAS HWY.
SUITE 200
AUSTIN, Texas
UNITED STATES, 78746

BECK CAPITAL Contact Information

Phone Number: 512-345-6789
Fax Number: 512-231-8880
Website:

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