CONCANNON WEALTH MGMT Overview

Concannon Wealth Mgmt Llc is a hedge fund that manages 321.8 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 94MM in positions, representing 29% of the manager's regulatory AUM.

CONCANNON WEALTH MGMT StockAlpha

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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

CONCANNON WEALTH MGMT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QQQ 10.65% ETF 0.66% -0.47% 0 16%
SPY 8.33% ETF 4.72% 0% 0 29%
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CONCANNON WEALTH MGMT Founders and Key Employees

Name Title In Position Since
Anthony R. Deutsch Member July-2011
Kathryn M. Brown Member/Chief Compliance Officer July-2011
Brad L. Griswold Managing Member July-2011
Anthony M. Bragano Member July-2011
Robert E. Vitale Member July-2011
Dennis C. Morton Member July-2011

CONCANNON WEALTH MGMT Brokers, Custodians, Auditors and Administrators

Type Company

CONCANNON WEALTH MGMT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Concannon may utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)

Concannon may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Trading (securities sold within thirty (30) days)
 Options (contract for the purchase or sale of a security at a predetermined price during a specific per...
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CONCANNON WEALTH MGMT Portfolio Concentration

CONCANNON WEALTH MGMT Location

1525 VALLEY CENTER PARKWAY
STE 310
BETHLEHEM, Pennsylvania
UNITED STATES, 18017

CONCANNON WEALTH MGMT Contact Information

Phone Number: 610-814-2474
Fax Number: 610-814-2430
Website:

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