CATAWBA CAPITAL Overview

Catawba Capital Management is an investment advisor that manages 1 BN dollars in regulatory AUM and has 11 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 420MM in positions, representing 41% of the manager's regulatory AUM.

CATAWBA CAPITAL StockAlpha

-1.2%
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

CATAWBA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.13% Tech -2.99% -0.06% 0 42%
CVS 2.63% Cons. Staples -11.93% -0.19% 0 25%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CATAWBA CAPITAL Founders and Key Employees

Name Title In Position Since
Terence H. Crowgey President July-2007
Raymond J. Irons Senior Vice President,Chief Compliance Officer January-2005
John E. Gray Senior Vice President And Portfolio Manager March-2006
Michael J. Perine Director February-2013

CATAWBA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

CATAWBA CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Catawba strives to manage client assets to achieve superior investment returns over time and through full market cycles, consistent with each client’s individual investment objectives and risk levels. Catawba offers both equity and fixed income management.

In analyzing equities for investment, Catawba uses the relative value style of investing, a bottom up approach that seeks to take advantage of the temporary mispricing of securities which are out of favor or overlooked in the market place. All investments must pass the financial strength test to be included in the portfolios.

Catawba utilizes a proprietary system, Sentry, for the statistical ranking of a firm’s financial strength. We use the Sentry model to provide a straightforward calculation of seven indicators of profitability, liquidity, and financial leverage for all non-financial companies in our investable universe. Relative rankings are...
Unlock Full Investment Process Description

CATAWBA CAPITAL Portfolio Concentration

CATAWBA CAPITAL Location

10 SOUTH JEFFERSON ST.,SUITE 1210
ROANOKE, Virginia
UNITED STATES, 24011

CATAWBA CAPITAL Contact Information

Phone Number: 540-342-1212
Fax Number: 540-342-1211
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A