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 03/31/23. The fund's latest filing disclosed 235MM in positions, representing 103% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 235MM in positions, representing 103% of the manager's regulatory AUM.
BECK CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BECK CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NVDA | 4.97% | Tech | 40.21% | 1.31% | 0 | 27% | ||
| RTL | 3.13% | Financials | 2.04% | 0.07% | 1 | 1% | ||
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FEATURED IN
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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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...
Get the Full Report
BECK CAPITAL Portfolio Concentration
BECK CAPITAL Location
2009 S. CAPITAL OF TEXAS HWY.
SUITE 200
AUSTIN, Texas
UNITED STATES, 78746
SUITE 200
AUSTIN, Texas
UNITED STATES, 78746
BECK CAPITAL Contact Information
Phone Number: 512-345-6789
Fax Number: 512-231-8880
Website: http://www.beckcapitalmanagement.com
Fax Number: 512-231-8880
Website: http://www.beckcapitalmanagement.com
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