CAPITAL INVESTMENT Overview
Capital Investment Counsel Inc is an investment advisor that manages 250.1 MM dollars in regulatory AUM and has 21 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/07 to 12/31/22. The fund's latest filing disclosed 424MM in positions, representing 170% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/07 to 12/31/22. The fund's latest filing disclosed 424MM in positions, representing 170% of the manager's regulatory AUM.
CAPITAL INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPITAL INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 18.46% | Tech | 28.32% | 1.72% | 0 | 45% | ||
| COST | 7.72% | Cons. Staples | 9.45% | 0.84% | 0 | 30% | ||
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FEATURED IN
CAPITAL INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard K. Bryant | President And Treasurer | August-1984 |
| Sue E. Harrington | Secretary | October-2001 |
| Ronald L. King | Chief Compliance Officer | November-2007 |
| Kurt A. Dressler | Vice President | January-2015 |
| William H. Eddins | Vice President | January-2015 |
CAPITAL INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CAPITAL INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
8.A. Methods of Analysis and Investment Strategies
We utilize our “5 Point” Investment Philosophy featuring Tax Advantaged Investing and
Multiplication of Stocks and Dividends:
1. by placing major emphasis on cash rich, financially strong companies selling at deep discounts historically, when selecting our portfolio positions. Since we are contrarian and patient by nature, our portfolio turnover (buys and sells) is very low, thus keeping expenses low for our clients;
2. by reinvesting dividends and interest during the year in order to “dollar cost average” back into the markets;
3. by emphasizing the importance of savings or additional contributions to the
portfolio. This additional funding further helps with “dollar cost averaging”;
4. by striving to minimize tax liability by focusing on long-term capital gains, thus keeping your portfolio ...
Get the Full Report
8.A. Methods of Analysis and Investment Strategies
We utilize our “5 Point” Investment Philosophy featuring Tax Advantaged Investing and
Multiplication of Stocks and Dividends:
1. by placing major emphasis on cash rich, financially strong companies selling at deep discounts historically, when selecting our portfolio positions. Since we are contrarian and patient by nature, our portfolio turnover (buys and sells) is very low, thus keeping expenses low for our clients;
2. by reinvesting dividends and interest during the year in order to “dollar cost average” back into the markets;
3. by emphasizing the importance of savings or additional contributions to the
portfolio. This additional funding further helps with “dollar cost averaging”;
4. by striving to minimize tax liability by focusing on long-term capital gains, thus keeping your portfolio ...
Get the Full Report
CAPITAL INVESTMENT Portfolio Concentration
CAPITAL INVESTMENT Location
17 GLENWOOD AVENUE
RALEIGH, North Carolina
UNITED STATES, 27603
RALEIGH, North Carolina
UNITED STATES, 27603
CAPITAL INVESTMENT Contact Information
Phone Number: 919-831-2370
Fax Number: 919-832-7928
Website: http://www.capital-invest.com
Fax Number: 919-832-7928
Website: http://www.capital-invest.com
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