CRYSTAL ROCK CAPITAL Overview

Crystal Rock Capital Management is an investment advisor that manages 151 MM dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 148MM in positions, representing 98% of the manager's regulatory AUM.

CRYSTAL ROCK CAPITAL StockAlpha

-0.5%
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

CRYSTAL ROCK CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FBHS 8.1% Industrials -7.15% -1.19% 0 8%
FB 6.97% Tech -10.03% -0.53% 0 37%
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FEATURED IN
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CRYSTAL ROCK CAPITAL Founders and Key Employees

Name Title In Position Since
Jay H. Freedman Managing Member, Chief Compliance Officer April-2005
Joseph C. Shugart Managing Member April-2006

CRYSTAL ROCK CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

CRYSTAL ROCK CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis in Formulating Investment Advice

Crystal Rock’s stock selection approach is based upon traditional, bottom-up, fundamental equity analysis with a goal of developing and valuing longer-term investment insights. These insights attempt to look beyond readily apparent short-term investment information and, necessarily, differ from marketplace consensus.

Crystal Rock does not strive to conform to any one traditional investment management “style” box. Crystal Rock believes that profitable investment opportunities may present themselves in differing sizes and shapes, and that a flexible approach will best leverage its collective investment experience and core competencies. Crystal Rock intends to consistently employ a well-defined, disciplined investment
approach based on fundamental research, individual security selection, a longer-term investment horizon, and the firm’s pro...
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CRYSTAL ROCK CAPITAL Portfolio Concentration

CRYSTAL ROCK CAPITAL Location

2201 WAUKEGAN ROAD
SUITE 245
BANNOCKBURN, Illinois
UNITED STATES, 60015

CRYSTAL ROCK CAPITAL Contact Information

Phone Number: 847-282-7010
Fax Number: 847-282-7020
Website:

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