CARNEGIE CAPITAL Overview

Carnegie Capital Asset Management Llc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 21 employees, of which 19 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 692MM in positions, representing 67% of the manager's regulatory AUM.

CARNEGIE CAPITAL StockAlpha

-0.1%
Top 25%
3yr StockAlpha Register for more...

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

CARNEGIE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NOC 2.15% Industrials 17.68% 0.24% 0 14%
AAPL 1.95% Tech -2.29% 0% 0 42%
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FEATURED IN
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CARNEGIE CAPITAL Founders and Key Employees

Name Title In Position Since
Gary P. Wagner Member, Chief Compliance Officer April-2009
Richard L. Alt Member April-2009
Arthur G. Merriman Principal/Senior Portfolio Manager January-2015

CARNEGIE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

CARNEGIE CAPITAL Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of
Investment Loss

A. Methods of Analysis and Investment Strategies

Methods of Analysis

CIC’s methods of analysis include charting analysis, fundamental analysis, technical analysis, and cyclical
analysis.

Charting analysis involves the use of patterns in performance charts. CIC uses this technique to search for patterns used to help predict favorable conditions for buying and/or selling a security.

Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.

Technical analysis involves the analysis of past market data; primarily price and volume.

Cyclical analysis involved the analysis of business cycles to find favorable conditions for buying and/or selling a security.


Investment Strategies

CIC uses long term trading, s...
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CARNEGIE CAPITAL Portfolio Concentration

CARNEGIE CAPITAL Location

30300 CHAGRIN BOULEVARD
PEPPER PIKE, Ohio
UNITED STATES, 44124

CARNEGIE CAPITAL Contact Information

Phone Number: 216-367-4114
Fax Number: 216-523-8380
Website:

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