BLUME CAPITAL Overview
Blume Capital Management Inc. is an investment advisor that manages 335.8 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/19. The fund's latest filing disclosed 204MM in positions, representing 61% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/19. The fund's latest filing disclosed 204MM in positions, representing 61% of the manager's regulatory AUM.
BLUME CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BLUME CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.77% | Tech | 10.92% | -0.08% | 0 | 34% | ||
| VTIP | 6.59% | ETF | 0.34% | -0.08% | 0 | 2% | ||
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FEATURED IN
BLUME CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James B. Blume | Chairman/Ceo | June-2009 |
| Jeffrey V. St. Claire | President And Chief Compliance Officer | June-2009 |
| Peter B. Reidenbach | Owner And Director | August-2013 |
BLUME CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
BLUME CAPITAL Investment Strategy
Item 8 METHODS OF ANALYSIS, INVESTMENT STRATEGIES, Risk of Loss METHODS OF ANALYSIS
Blume Capital’s investment strategy incorporates three major themes:
First, investing is, by definition, long-term in nature. While short-term trading can, on occasion, provide exceptional returns, it is inherently risky. In contrast, investing on a long-term basis greatly enhances predictability and increases the likelihood of achieving investment goals. It also minimizes transactional expenses and tax liability.
Secondly, investments in the equity markets have historically provided attractive long-term returns versus other readily available investment options. Therefore, the firm makes a significant commitment to equities utilizing a "value" style of equity investing.
Thirdly, diversification of assets by asset class (e.g., stocks, bonds) should not only improve long- term returns, but should mitigate downside risk as well.
...
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Blume Capital’s investment strategy incorporates three major themes:
First, investing is, by definition, long-term in nature. While short-term trading can, on occasion, provide exceptional returns, it is inherently risky. In contrast, investing on a long-term basis greatly enhances predictability and increases the likelihood of achieving investment goals. It also minimizes transactional expenses and tax liability.
Secondly, investments in the equity markets have historically provided attractive long-term returns versus other readily available investment options. Therefore, the firm makes a significant commitment to equities utilizing a "value" style of equity investing.
Thirdly, diversification of assets by asset class (e.g., stocks, bonds) should not only improve long- term returns, but should mitigate downside risk as well.
...
Unlock Full Investment Process Description
BLUME CAPITAL Portfolio Concentration
BLUME CAPITAL Location
1708 SHATTUCK AVE.
BERKELEY, California
UNITED STATES, 94709
BERKELEY, California
UNITED STATES, 94709
BLUME CAPITAL Contact Information
Phone Number: 510-549-3534
Fax Number: 510-644-3410
Website: http://www.blumecapital.com
Fax Number: 510-644-3410
Website: http://www.blumecapital.com
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