CROFT-LEOMINSTER INC Overview

Croft-leominster Inc is an investment advisor that manages 797.5 MM dollars in regulatory AUM and has 12 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 403MM in positions, representing 51% of the manager's regulatory AUM.

CROFT-LEOMINSTER INC 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

CROFT-LEOMINSTER INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TROW 6.62% Financials 18.21% -0.25% 0 12%
WY 4.6% Financials 3.66% -0.75% 0 11%
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CROFT-LEOMINSTER INC Founders and Key Employees

Name Title In Position Since
Kent G. Croft President/Director May-1988
George R. Croft Vice President June-2001
Carol A. Croft Stockholder March-1989
Christina L. Walters Chief Compliance Officer September-2013

CROFT-LEOMINSTER INC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

CROFT-LEOMINSTER INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Principal Investment Strategies – Equities

With respect to accounts pursuing an equity-oriented strategy, Croft-Leominster, Inc. invests client assets primarily in common stocks of U.S. and foreign companies that Croft- Leominster, Inc. believes are undervalued. The firm employs a disciplined, bottom-up approach (where companies are considered based on their own merit, with less regard for current economic conditions) to select securities for investment, but generally does not attempt to time the market, reach for speculative gains, or overly rely on macroeconomic trends. Croft-Leominster, Inc. applies this philosophy toward its goal of capital appreciation and reduced risk. The firm aims to invest in a diversified portfolio of companies, without specific constraints on capitalization, that collectively have a lower projected price to earnings ratio than the market, a higher projected rate of earnings g...
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CROFT-LEOMINSTER INC Portfolio Concentration

CROFT-LEOMINSTER INC Location

THE CANTON HOUSE
300 WATER STREET
BALTIMORE, Maryland
UNITED STATES, 21202

CROFT-LEOMINSTER INC Contact Information

Phone Number: 410-576-0100
Fax Number: 410-576-8232
Website:

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