CROSSVAULT CAPITAL Overview
Crossvault Capital Management Llc is an investment advisor that manages 207.6 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/19. The fund's latest filing disclosed 194MM in positions, representing 93% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/19. The fund's latest filing disclosed 194MM in positions, representing 93% of the manager's regulatory AUM.
CROSSVAULT CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CROSSVAULT CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 5.75% | Cons. Disc. | 9.02% | -0.06% | 0 | 39% | ||
| BA | 5.42% | Industrials | -7.24% | -0.46% | 0 | 24% | ||
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FEATURED IN
CROSSVAULT CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Laura L. Ehrenbergchesler | Co-Ceo, Member, Manager | November-1999 |
| Marilou M. Long | Co-Ceo, Member, Manager | November-1999 |
| Sarah C. Doerr | Chief Compliance Officer, Member, Manager | January-2013 |
CROSSVAULT CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CROSSVAULT CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
(continued)
• Fixed Income Portfolio Management
o Focus on Intermediate Maturities
o Investment Grade
o Laddered Maturities
o Taxable versus Tax-Exempt
o Diversified by sector/industry
Risks: Interest rate fluctuations can affect price, less diversification across asset
types, credit risk, purchasing power risk due to inflation, cash drag, individual issue may perform poorly, not FDIC insured, regulatory or government intervention may impact values, changes in federal or state tax treatment may impact performance, longer maturity securities are subject to greater interest rate risk and price volatility, prepayment risk of securities with call features, reinvestment risk if rates fall
• ETF Portfolio
o Primarily index ETFs
o Diversified by style
o Diversified by market cap
o Model ETF Portfolio
o Taxable versus Tax-Exempt
o Custom asset all...
Unlock Full Investment Process Description
(continued)
• Fixed Income Portfolio Management
o Focus on Intermediate Maturities
o Investment Grade
o Laddered Maturities
o Taxable versus Tax-Exempt
o Diversified by sector/industry
Risks: Interest rate fluctuations can affect price, less diversification across asset
types, credit risk, purchasing power risk due to inflation, cash drag, individual issue may perform poorly, not FDIC insured, regulatory or government intervention may impact values, changes in federal or state tax treatment may impact performance, longer maturity securities are subject to greater interest rate risk and price volatility, prepayment risk of securities with call features, reinvestment risk if rates fall
• ETF Portfolio
o Primarily index ETFs
o Diversified by style
o Diversified by market cap
o Model ETF Portfolio
o Taxable versus Tax-Exempt
o Custom asset all...
Unlock Full Investment Process Description
CROSSVAULT CAPITAL Portfolio Concentration
CROSSVAULT CAPITAL Location
7373 BROADWAY
SUITE 107
SAN ANTONIO, Texas
UNITED STATES, 78209-3264
SUITE 107
SAN ANTONIO, Texas
UNITED STATES, 78209-3264
CROSSVAULT CAPITAL Contact Information
Phone Number: 210-223-6929
Fax Number: 210-223-5852
Website: http://www.crossvault.com
Fax Number: 210-223-5852
Website: http://www.crossvault.com
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