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 09/30/16. The fund's latest filing disclosed 391MM in positions, representing 97% of the manager's regulatory AUM.

BUCKINGHAM CAPITAL StockAlpha

-1.8%
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

BUCKINGHAM CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GSY 7.92% ETF 0.24% -0.04% 2 1%
VCSH 7.08% ETF -1.01% -0.12% 0 3%
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FEATURED IN
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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...
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BUCKINGHAM CAPITAL Portfolio Concentration

BUCKINGHAM CAPITAL Location

6856 LOOP ROAD
DAYTON, Ohio
UNITED STATES, 45459

BUCKINGHAM CAPITAL Contact Information

Phone Number: 937-435-2742
Fax Number: 937-435-3083
Website:

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Disclaimer

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