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 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 215% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 215% of the manager's regulatory AUM.
CARNEGIE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CARNEGIE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.53% | Tech | 27.55% | 0.34% | 0 | 47% | ||
| MSFT | 3.19% | Tech | 13.22% | -0.17% | 0 | 53% | ||
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FEATURED IN
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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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
PEPPER PIKE, Ohio
UNITED STATES, 44124
CARNEGIE CAPITAL Contact Information
Phone Number: 216-367-4114
Fax Number: 216-523-8380
Website: http://www.carnegieinvest.com
Fax Number: 216-523-8380
Website: http://www.carnegieinvest.com
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