BUCKINGHAM CAPITAL Overview
Buckingham Capital Management Inc. is an investment advisor that manages 403.9 MM dollars in regulatory AUM and has 14 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 539MM in positions, representing 133% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 539MM in positions, representing 133% of the manager's regulatory AUM.
BUCKINGHAM CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BUCKINGHAM CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VCSH | 8.5% | ETF | 0.52% | -0.08% | 0 | 9% | ||
| SCHF | 6.78% | ETF | 4.11% | 0.02% | 0 | 4% | ||
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FEATURED IN
BUCKINGHAM CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jay A. Buckingham | Ceo And Chief Compliance Officer | August-1987 |
| Linda S. Parenti | President | July-2008 |
BUCKINGHAM CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BUCKINGHAM CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis (How we determine what goes into your portfolio)
We begin our securities analysis by evaluating global trends, the economic environment, legislative trends, and the political landscape to determine the potential impact on various asset classes such as equities, fixed income, real estate, and cash. We also use this “top down” analysis to determine our security sector allocations within each asset class. For example, banks, asset managers, and insurance companies would all belong to the financial services sector within the asset class called equities. Corporate notes and bonds would be a sector within the asset class called fixed income.
Fundamental analysis, which looks at a firm’s earnings growth potential, financial strength, profitability, and business outlook, is implemented to determine if a security appears undervalued or overpriced. This “bottom up” analysis de...
Unlock Full Investment Process Description
Methods of Analysis (How we determine what goes into your portfolio)
We begin our securities analysis by evaluating global trends, the economic environment, legislative trends, and the political landscape to determine the potential impact on various asset classes such as equities, fixed income, real estate, and cash. We also use this “top down” analysis to determine our security sector allocations within each asset class. For example, banks, asset managers, and insurance companies would all belong to the financial services sector within the asset class called equities. Corporate notes and bonds would be a sector within the asset class called fixed income.
Fundamental analysis, which looks at a firm’s earnings growth potential, financial strength, profitability, and business outlook, is implemented to determine if a security appears undervalued or overpriced. This “bottom up” analysis de...
Unlock Full Investment Process Description
BUCKINGHAM CAPITAL Portfolio Concentration
BUCKINGHAM CAPITAL Location
6856 LOOP ROAD
DAYTON, Ohio
UNITED STATES, 45459
DAYTON, Ohio
UNITED STATES, 45459
BUCKINGHAM CAPITAL Contact Information
Phone Number: 937-435-2742
Fax Number: 937-435-3083
Website: http://www.bcminvest.com
Fax Number: 937-435-3083
Website: http://www.bcminvest.com
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