COHEN CAPITAL Overview

Cohen Capital Management Inc. is an investment advisor that manages 494 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 355MM in positions, representing 72% of the manager's regulatory AUM.

COHEN CAPITAL StockAlpha

-2%
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

COHEN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UNH 3.84% Health 15.26% 0.78% 0 23%
TMO 3.55% Health -10.78% -0.2% 0 13%
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FEATURED IN
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COHEN CAPITAL Founders and Key Employees

Name Title In Position Since
Jay A. Cohen President,Ceo, Cco May-1995

COHEN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

COHEN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear. Investment in equity securities involves risk and the price of the assets can fluctuate significantly with changes in economic expectations. Additionally, investment in fixed income securities have both a credit risk, i.e. a risk of default, and a duration risk, i.e. a change in value based upon a change in the general interest rate environment.

The security analysis process of CCM includes both cyclical and fundamental methods. CCM utilizes the services from the following sources of electronic information: Bloomberg, BondTrac, NYSE Market Inc., Options Price Reporting Authority, Thomson Reuters as well as buy side research delivered through the internet either directly or through Thomson.




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COHEN CAPITAL Portfolio Concentration

COHEN CAPITAL Location

770 TAMALPAIS DRIVE
SUITE 318
CORTE MADERA, California
UNITED STATES, 94925

COHEN CAPITAL Contact Information

Phone Number: 415-927-8011
Fax Number: 415-927-8010
Website:

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