CARDINAL CAPITAL Overview

Cardinal Capital Management Llc is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 16 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 120% of the manager's regulatory AUM.

CARDINAL CAPITAL StockAlpha

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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

CARDINAL CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PACW 4.17% Financials 24.05% 0.09% 3 6%
KAR 4.14% Industrials -2.55% -0.36% 2 4%
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FEATURED IN
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CARDINAL CAPITAL Founders and Key Employees

Name Title In Position Since
Amy K. Minella Member April-1995
Eugene N. Fox Member April-1995
Thomas J. Spelman Chief Financial Officer December-2004
Robert B. Kirkpatrick Member August-2000
Rachel D. Matthews Member January-2012
Dahlia D. Black Chief Compliance Officer March-2015

CARDINAL CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

CARDINAL CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss




The Adviser engages in a buy and hold investment strategy in the domestic microcap, small cap and SMID cap value strategies wherein the Adviser buys securities and holds them for a relatively long period of time, regardless of short-term factors such as fluctuations in the market or volatility of the stock price.

In-house fundamental research is the centerpiece of Cardinal’s investment process. The four portfolio managers and four research analysts each perform detailed company research. Each existing or prospective holding is covered by a primary analyst, but investment decisions are made by consensus among the portfolio managers.

Investment ideas come from diverse areas, with the largest source being generated internally. All three portfolio managers have backgrounds that are rooted in free cash flow, the cornerstone of the Adviser’s investment philosophy. Since the A...
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CARDINAL CAPITAL Portfolio Concentration

CARDINAL CAPITAL Location

FOUR GREENWICH OFFICE PARK
3RD FLOOR
GREENWICH, Connecticut
UNITED STATES, 06831

CARDINAL CAPITAL Contact Information

Phone Number: 203-863-8984
Fax Number: 203-861-4112
Website:

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