CAPITAL DIRECTIONS Overview

Capital Directions Investment Advisors Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 12 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 281MM in positions, representing 17% of the manager's regulatory AUM.

CAPITAL DIRECTIONS StockAlpha

-3.1%
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 DIRECTIONS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPYG 27.69% ETF 1.17% -0.98% 27 0%
EFA 22.56% ETF -0.69% -1.25% 0 13%
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FEATURED IN
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CAPITAL DIRECTIONS Founders and Key Employees

Name Title In Position Since
Dennis W. Covington Managing Principal/Member, Chief Compliance Officer November-2004
Nathan S. Pritchard Managing Director, Advisors Access January-2011
Terrence P. Hartigan Prinicpal January-2013

CAPITAL DIRECTIONS Brokers, Custodians, Auditors and Administrators

Type Company

CAPITAL DIRECTIONS Investment Strategy

Item 8. Methods of Analysis, Investment Strategies & Risk of Loss

Modern Portfolio Theory

CD employs a wide range of methods to manage portfolios and evaluate investments. CD uses academic research when making investment decisions. CD primarily utilizes an investment approach based on Modern Portfolio Theory. Modern Portfolio Theory refers to the process of reducing risk in a portfolio through systematic diversification across asset classes and within those particular asset classes. CD adheres to the passive style of investing and, thus, recommends indexed and passive mutual funds. CD generally does not recommend individual stocks or bonds in its asset allocation strategies and portfolio recommendations to clients. Keeping client’s investment fees, expenses and taxes under control are a top priority in CD’s investment strategy.

CD analyzes mutual funds recommended to clients based on a fund’s total operating expense ratio, portfo...
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CAPITAL DIRECTIONS Portfolio Concentration

CAPITAL DIRECTIONS Location

400 NORTHRIDGE ROAD
SUITE 220
ATLANTA, Georgia
UNITED STATES, 30350

CAPITAL DIRECTIONS Contact Information

Phone Number: 404-237-8881
Fax Number: 404-237-9652
Website:

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