CLEARARC CAPITAL INC Overview

Cleararc Capital Inc is an investment advisor that manages 7 BN dollars in regulatory AUM and has 44 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/04 to 09/30/16. The fund's latest filing disclosed 529MM in positions, representing 8% of the manager's regulatory AUM.

CLEARARC CAPITAL INC StockAlpha

-0.8%
Top 25%
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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

CLEARARC CAPITAL INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.96% Tech -2.29% 0.01% 0 42%
MSFT 2.44% Tech 3.56% 0.15% 0 36%
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FEATURED IN
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CLEARARC CAPITAL INC Founders and Key Employees

Name Title In Position Since
Richard B. Ille Director, Products & Marketing; Director August-2006
Christopher J. Bell Director October-2012
Mitchell L. Stapley Chief Investment Officer; Director October-2012
Richard P. Floyd Director, Client Administration May-2012
Stephen S. Hedger Director, Trading And Investment Operations July-2003
Stephen G. Mullins President; Director December-2012
Dimitrios A. Contis Director, Sales October-2012
Ralph S. Michael Director February-2013
Diane J. Hulls Chief Compliance Officer March-2014
Robert M. Moeddel Director December-2014
Susan L. Vogel-Vanderson Director December-2014
Robert P. Banks Director, Relationship Management December-2014

CLEARARC CAPITAL INC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

CLEARARC CAPITAL INC Investment Strategy

ITEM 8 - METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND Risk of Loss A. Methods of Analysis and Investment Risks
ClearArc Capital offers standard investment strategies as well as customized portfolios. Methods of analysis and investment risks are presented for the firm’s standard, marketed investment strategies. Investment details for non- marketed strategies and customized portfolios are available upon request. Specific risks associated with investment in certain pooled investment vehicles can be found in the respective private placement memorandums.

Investment
Strategies Methods of Analysis Investment Risks*
Dividend Growth  Objective: Provide investors with capital growth by investing in companies which generate a high and consistently growing dividend stream.
 Employ a combination of quality screens and fundamental considerations to ...
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CLEARARC CAPITAL INC Portfolio Concentration

CLEARARC CAPITAL INC Location

580 WALNUT STREET
SIXTH FLOOR
CINCINNATI, Ohio
UNITED STATES, 45263

CLEARARC CAPITAL INC Contact Information

Phone Number: 855-362-2227
Fax Number: 513-534-0122
Website:

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