CAPSTONE ASSET Overview
Capstone Asset Management Company is an investment advisor that manages 4.5 BN dollars in regulatory AUM and has 39 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/01 to 12/31/22. The fund's latest filing disclosed 4BN in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 12/31/22. The fund's latest filing disclosed 4BN in positions, representing 89% of the manager's regulatory AUM.
CAPSTONE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPSTONE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.2% | Tech | 28.32% | 0.3% | 0 | 45% | ||
| MSFT | 2.7% | Tech | 17.4% | -0.03% | 0 | 53% | ||
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FEATURED IN
CAPSTONE ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edward L. Jaroski | President/Ceo | May-1982 |
| Scott H. Wynant | Executive Vice President | August-2011 |
| Carla D. Homer | Vice President/Chief Compliance Officer | July-2013 |
| John R. Wolf | Sr Vice President | June-2004 |
CAPSTONE ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CAPSTONE ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Quantitative Analysis seeks to understand behavior by using complex mathematical and statistical modeling, measurement, and research. When a securities analyst focuses on a corporation's financial data in order to project potential future performance, the process is called quantitative analysis. This methodology involves looking at profit‐and‐loss statements, sales and earnings histories, and the statistical state of the economy rather than at more subjective factors such as management experience, employee attitudes, and brand recognition.
Fundamental Analysis involves an assessment of the fundamental financial condition and competitive position of a company. This approach generally involves an analysis of the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position versus its compet...
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Methods of Analysis
Quantitative Analysis seeks to understand behavior by using complex mathematical and statistical modeling, measurement, and research. When a securities analyst focuses on a corporation's financial data in order to project potential future performance, the process is called quantitative analysis. This methodology involves looking at profit‐and‐loss statements, sales and earnings histories, and the statistical state of the economy rather than at more subjective factors such as management experience, employee attitudes, and brand recognition.
Fundamental Analysis involves an assessment of the fundamental financial condition and competitive position of a company. This approach generally involves an analysis of the financial condition, capabilities of management, earnings, new products and services, as well as the company’s markets and position versus its compet...
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CAPSTONE ASSET Portfolio Concentration
CAPSTONE ASSET Location
3700 WEST SAM HOUSTON PARKWAY SOUTH
STE 250
HOUSTON, Texas
UNITED STATES, 77042
STE 250
HOUSTON, Texas
UNITED STATES, 77042
CAPSTONE ASSET Contact Information
Phone Number: 713-260-9000
Fax Number: 713-260-9025
Website: http://www.capstonefinancial.com
Fax Number: 713-260-9025
Website: http://www.capstonefinancial.com
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