CAPITAL ADVANTAGE Overview

Capital Advantage Inc. is an investment advisor that manages 501.3 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 356MM in positions, representing 71% of the manager's regulatory AUM.

CAPITAL ADVANTAGE StockAlpha

-2.9%
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

CAPITAL ADVANTAGE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BSCI 14.73% ETF -0.38% -0.16% 9 0%
BSJI 12.98% ETF 0.34% -0.08% 15 0%
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FEATURED IN
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CAPITAL ADVANTAGE Founders and Key Employees

Name Title In Position Since
John S. Hayman President June-1998
Dawn E. Henke Chief Compliance Officer / Chief Operating Officer August-2008
Donna L. Lewis Executive Vice President January-2011

CAPITAL ADVANTAGE Brokers, Custodians, Auditors and Administrators

Type Company

CAPITAL ADVANTAGE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ................................ 4
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CAPITAL ADVANTAGE Portfolio Concentration

CAPITAL ADVANTAGE Location

3708 MT DIABLO BLVD, SUITE 200
LAFAYETTE, California
UNITED STATES, 94549-3612

CAPITAL ADVANTAGE Contact Information

Phone Number: 925-299-1500
Fax Number: 925-299-1599
Website:

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