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 09/30/20. The fund's latest filing disclosed 158MM in positions, representing 105% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/20. The fund's latest filing disclosed 158MM in positions, representing 105% of the manager's regulatory AUM.
CRYSTAL ROCK CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CRYSTAL ROCK CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| FB | 9.8% | Tech | 7.69% | -0.61% | 0 | 39% | ||
| MA | 7.36% | Tech | -2.86% | -1.35% | 0 | 26% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
CRYSTAL ROCK CAPITAL Portfolio Concentration
CRYSTAL ROCK CAPITAL Location
2201 WAUKEGAN ROAD
SUITE 245
BANNOCKBURN, Illinois
UNITED STATES, 60015
SUITE 245
BANNOCKBURN, Illinois
UNITED STATES, 60015
CRYSTAL ROCK CAPITAL Contact Information
Phone Number: 847-282-7010
Fax Number: 847-282-7020
Website: http://www.crystalrockcap.com
Fax Number: 847-282-7020
Website: http://www.crystalrockcap.com
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