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 09/30/16. The fund's latest filing disclosed 163MM in positions, representing 49% of the manager's regulatory AUM.

BLUME CAPITAL StockAlpha

-1.2%
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

BLUME CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.97% Tech -0.31% -0.09% 0 42%
QCOM 5.49% Tech 0.86% -0.01% 0 23%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 Portfolio Concentration

BLUME CAPITAL Location

1708 SHATTUCK AVE.
BERKELEY, California
UNITED STATES, 94709

BLUME CAPITAL Contact Information

Phone Number: 510-549-3534
Fax Number: 510-644-3410
Website:

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