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 09/30/16. The fund's latest filing disclosed 200MM in positions, representing 53% of the manager's regulatory AUM.

CARDEROCK CAPITAL StockAlpha

-0.9%
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

CARDEROCK CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IDXX 3.22% Health 4.89% 0.28% 0 11%
ACN 3.21% Tech 1.98% 0.01% 0 17%
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FEATURED IN
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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 Portfolio Concentration

CARDEROCK CAPITAL Location

2 WISCONSIN CIRCLE, SUITE 600
CHEVY CHASE, Maryland
UNITED STATES, 20815-7020

CARDEROCK CAPITAL Contact Information

Phone Number: (301)951-5288
Fax Number: (301)951-0411
Website:

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