CARDEROCK CAPITAL Overview
Carderock Capital Management Inc is an investment advisor that manages 375.3 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 09/30/20. The fund's latest filing disclosed 296MM in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 09/30/20. The fund's latest filing disclosed 296MM in positions, representing 79% of the manager's regulatory AUM.
CARDEROCK CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CARDEROCK CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.78% | Tech | 9.97% | 0% | 0 | 36% | ||
| TSM | 3.69% | Tech | 55.12% | 1.73% | 0 | 13% | ||
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FEATURED IN
CARDEROCK CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James W. Mersereau | President & Chief Compliance Officer | December-2008 |
| Daniel A. Kane | Vice President & Secretary | November-2006 |
CARDEROCK CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CARDEROCK CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Carderock Capital’s methods of analysis may include: charting and quantitative technical analysis; fundamental and cyclical reviews; and factor analyses. In addition, the firm gauges independent research opinion both for objective quality and timeliness. Equity issues are identified from the broader universe, their suitability for client use is measured, and approved issues are posted to the firm’s Focus List according to specific utility. These investments may later find their way into portfolios on the basis of matching client needs with issues qualified by timing and attractiveness.
With opportunities in the bond markets driven more broadly by conditions in the economy and demand and supply in the specific offering markets, Fixed Income suitability and selection follows more generic terms rather than the pre-approval that generates a Focus List. Generic preferences include type of issue, characteristi...
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Carderock Capital’s methods of analysis may include: charting and quantitative technical analysis; fundamental and cyclical reviews; and factor analyses. In addition, the firm gauges independent research opinion both for objective quality and timeliness. Equity issues are identified from the broader universe, their suitability for client use is measured, and approved issues are posted to the firm’s Focus List according to specific utility. These investments may later find their way into portfolios on the basis of matching client needs with issues qualified by timing and attractiveness.
With opportunities in the bond markets driven more broadly by conditions in the economy and demand and supply in the specific offering markets, Fixed Income suitability and selection follows more generic terms rather than the pre-approval that generates a Focus List. Generic preferences include type of issue, characteristi...
Unlock Full Investment Process Description
CARDEROCK CAPITAL Portfolio Concentration
CARDEROCK CAPITAL Location
2 WISCONSIN CIRCLE, SUITE 600
CHEVY CHASE, Maryland
UNITED STATES, 20815-7020
CHEVY CHASE, Maryland
UNITED STATES, 20815-7020
CARDEROCK CAPITAL Contact Information
Phone Number: (301)951-5288
Fax Number: (301)951-0411
Website: http://www.carderockcapital.com
Fax Number: (301)951-0411
Website: http://www.carderockcapital.com
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