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 09/30/18. The fund's latest filing disclosed 432MM in positions, representing 87% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/18. The fund's latest filing disclosed 432MM in positions, representing 87% of the manager's regulatory AUM.
COHEN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COHEN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TMO | 4.41% | Health | -2.81% | 0.04% | 0 | 18% | ||
| UNH | 4.06% | Health | 1.46% | 0.2% | 0 | 25% | ||
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FEATURED IN
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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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.
Item 9 – ...
Unlock Full Investment Process Description
COHEN CAPITAL Portfolio Concentration
COHEN CAPITAL Location
770 TAMALPAIS DRIVE
SUITE 318
CORTE MADERA, California
UNITED STATES, 94925
SUITE 318
CORTE MADERA, California
UNITED STATES, 94925
COHEN CAPITAL Contact Information
Phone Number: 415-927-8011
Fax Number: 415-927-8010
Website: null
Fax Number: 415-927-8010
Website: null
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