DELTA CAPITAL Overview

Delta Capital Management Llc is an investment advisor that manages 186.6 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/01 to 09/30/16. The fund's latest filing disclosed 137MM in positions, representing 73% of the manager's regulatory AUM.

DELTA CAPITAL StockAlpha

-0.8%
Top 25%
3yr StockAlpha Register for more...

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

DELTA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PXD 4.38% Energy 0.73% -0.38% 0 14%
AAPL 3.53% Tech -0.31% -0.05% 0 42%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

DELTA CAPITAL Founders and Key Employees

Name Title In Position Since
William F. Coughlin Member March-2005
Jonathan S. Kay Member And Chief Compliance Officer March-2005
Anthony J. Cavlov Member March-2005
Michael M. Hemberger Member March-2005

DELTA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

DELTA CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



The Delta value approach to managing equity portfolios is centered around the low price to earnings, value discipline for stock selection. Our process is based upon research indicating that over long time periods stocks trading at low price to earnings ratios tend to outperform their high price to earnings ratio counterparts. This method of stock selection provides clients with a risk averse portfolio of high quality stocks. Not only have low P/E stocks provided investors with superior returns over time but they have also protected investors' capital in down markets. We believe this preservation of capital is paramount to the long-term interest of our clients. Our process begins by screening our database for the companies with market capitalizations above $1
Billion. We then eliminate all stocks that have price-to-earnings ...
Unlock Full Investment Process Description

DELTA CAPITAL Portfolio Concentration

DELTA CAPITAL Location

1 HARDING ROAD
SUITE 303
RED BANK, New Jersey
UNITED STATES, 07701

DELTA CAPITAL Contact Information

Phone Number: 212-986-4040
Fax Number: 212-986-5437
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A