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 03/31/19. The fund's latest filing disclosed 525MM in positions, representing 8% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/04 to 03/31/19. The fund's latest filing disclosed 525MM in positions, representing 8% of the manager's regulatory AUM.
CLEARARC CAPITAL INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CLEARARC CAPITAL INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.18% | Tech | 15.6% | 0.3% | 0 | 46% | ||
| AAPL | 3.93% | Tech | 7.35% | -0.04% | 0 | 41% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
CLEARARC CAPITAL INC Portfolio Concentration
CLEARARC CAPITAL INC Location
580 WALNUT STREET
SIXTH FLOOR
CINCINNATI, Ohio
UNITED STATES, 45263
SIXTH FLOOR
CINCINNATI, Ohio
UNITED STATES, 45263
CLEARARC CAPITAL INC Contact Information
Phone Number: 855-362-2227
Fax Number: 513-534-0122
Website: http://www.cleararccapital.com/
Fax Number: 513-534-0122
Website: http://www.cleararccapital.com/
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