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 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 77% of the manager's regulatory AUM.

CAPSTONE ASSET StockAlpha

-2.4%
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

CAPSTONE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.05% Tech -2.29% 0% 0 42%
MSFT 1.77% Tech 3.56% 0.11% 0 36%
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FEATURED IN
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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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CAPSTONE ASSET Portfolio Concentration

CAPSTONE ASSET Location

3700 WEST SAM HOUSTON PARKWAY SOUTH
STE 250
HOUSTON, Texas
UNITED STATES, 77042

CAPSTONE ASSET Contact Information

Phone Number: 713-260-9000
Fax Number: 713-260-9025
Website:

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