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 09/30/16. The fund's latest filing disclosed 144MM in positions, representing 69% of the manager's regulatory AUM.

CROSSVAULT CAPITAL StockAlpha

-0.2%
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

CROSSVAULT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.28% Tech -0.31% -0.08% 0 42%
AMZN 4.76% Cons. Disc. -8.36% -0.68% 0 32%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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
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• 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...
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CROSSVAULT CAPITAL Portfolio Concentration

CROSSVAULT CAPITAL Location

7373 BROADWAY
SUITE 107
SAN ANTONIO, Texas
UNITED STATES, 78209-3264

CROSSVAULT CAPITAL Contact Information

Phone Number: 210-223-6929
Fax Number: 210-223-5852
Website:

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