COE CAPITAL Overview

Coe Capital Management Llc is an investment advisor that manages 664.4 MM dollars in regulatory AUM and has 19 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/10 to 09/30/16. The fund's latest filing disclosed 308MM in positions, representing 46% of the manager's regulatory AUM.

COE CAPITAL StockAlpha

-0.6%
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

COE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MTZ 3.11% Industrials 25.76% 0.47% 0 7%
FIVN 2.52% Tech -4.3% -0.06% 1 3%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

COE CAPITAL Founders and Key Employees

Name Title In Position Since
Mark D. Coe Managing Member April-1999
Karen J. Scott Chief Compliance Officer March-2007
Jonathan S. Yaffe Chief Financial Officer & Chief Operating Officer October-2010

COE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

COE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Method of Analysis

We take a "bottom-up" approach to stock selection whereby each company is evaluated on its own merits. Our analysis is based on performing due diligence that may include ongoing direct contact with company management, competitors, suppliers, customers and industry analysts. Reviews of income statements, balance sheets, cash flow, research reports/analysis, and accounting policies often serve to round out the process.

We identify companies that we expect will grow earnings and cash flow faster than the current market expectations and that trade at a justifiable price. When we have confidence in our analysis of both the short and long-term prospects of a company, we assess the risk and return potential to determine its overall attractiveness and the respective portfolios where the investment may best complement the current account strategy.

Our portfolios may go beyond ...
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COE CAPITAL Portfolio Concentration

COE CAPITAL Location

9 PARKWAY NORTH
SUITE 325
DEERFIELD, Illinois
UNITED STATES, 60015

COE CAPITAL Contact Information

Phone Number: 847-597-1700
Fax Number: 847-597-1701
Website:

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