CARDINAL CAPITAL Overview
Cardinal Capital Management is an investment advisor that manages 273.6 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/08 to 03/31/20. The fund's latest filing disclosed 303MM in positions, representing 111% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/08 to 03/31/20. The fund's latest filing disclosed 303MM in positions, representing 111% of the manager's regulatory AUM.
CARDINAL CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CARDINAL CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JNJ | 4.24% | Health | 11.26% | -0.04% | 0 | 34% | ||
| MSFT | 3.49% | Tech | 15.6% | -0.19% | 0 | 47% | ||
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FEATURED IN
CARDINAL CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Glenn C. Andrews | Chairman, President, Chief Investment Officer | May-2004 |
| Jonathan W. Andrews | Vice President/Chief Compliance Officer | October-2010 |
| Kathleen A. Warren | Vice President/Chief Financial Officer | June-2013 |
CARDINAL CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CARDINAL CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Cardinal Capital may utilize the following methods of security analysis:
Quantitative - (analysis performed using a proprietary statistical model to identify individual equities trading either at a discount or premium to their relative historical price metrics)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
Cardinal Capital may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Please Note: ...
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A. Cardinal Capital may utilize the following methods of security analysis:
Quantitative - (analysis performed using a proprietary statistical model to identify individual equities trading either at a discount or premium to their relative historical price metrics)
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
Cardinal Capital may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Please Note: ...
Unlock Full Investment Process Description
CARDINAL CAPITAL Portfolio Concentration
CARDINAL CAPITAL Location
2626 GLENWOOD AVENUE
SUITE 380
RALEIGH, North Carolina
UNITED STATES, 27608
SUITE 380
RALEIGH, North Carolina
UNITED STATES, 27608
CARDINAL CAPITAL Contact Information
Phone Number: 919-532-7500
Fax Number: 919-532-7501
Website: http://www.cardinalcapitalmanagement.com
Fax Number: 919-532-7501
Website: http://www.cardinalcapitalmanagement.com
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