BROOKMONT CAPITAL Overview

Brookmont Capital Management is an investment advisor that manages 472 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 268MM in positions, representing 57% of the manager's regulatory AUM.

BROOKMONT CAPITAL StockAlpha

-0.9%
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

BROOKMONT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HD 10.22% Cons. Disc. 0.58% -0.26% 0 34%
MCHP 4.29% Tech 2.74% 0.17% 0 12%
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FEATURED IN
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BROOKMONT CAPITAL Founders and Key Employees

Name Title In Position Since
Robert C. Bugg Managing Member, Chief Investment Officer & Chief Compliance Officer August-2007
Neal R. Scott Managing Member & Fixed Income Manager August-2007

BROOKMONT CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

BROOKMONT CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Brookmont invests in small to large companies that offer attractive valuations and above-average dividend yields. Many of these holdings may be classified as “value” stocks.

Brookmont specifically looks for companies that provide:

 a reasonably smooth, upward progression of earnings that are not entirely driven by the economic cycle; abundant cash flow to increase its quarterly dividends in the future;
 an established management team, stable product demand, and financial strength; and
 higher net income that is generated by revenue growth and cost containment, versus share repurchasing activity and other one-time events.




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Brookmont provides full portfolio management services to its direct clients and includes asset allocation (based on the client’s objectives and Brookmont’s asset allocation models), buy/sell decision for indivi...
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BROOKMONT CAPITAL Portfolio Concentration

BROOKMONT CAPITAL Location

2000 MCKINNEY AVENUE
SUITE 1230
DALLAS, Texas
UNITED STATES, 75201

BROOKMONT CAPITAL Contact Information

Phone Number: 214-953-0190
Fax Number: 214-953-0394
Website:

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