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 09/30/18. The fund's latest filing disclosed 165MM in positions, representing 88% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 09/30/18. The fund's latest filing disclosed 165MM in positions, representing 88% of the manager's regulatory AUM.
DELTA CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DELTA CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.31% | Tech | -30.75% | -0.91% | 0 | 42% | ||
| UNH | 4.17% | Health | -1.02% | 0.16% | 0 | 25% | ||
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FEATURED IN
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
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
SUITE 303
RED BANK, New Jersey
UNITED STATES, 07701
DELTA CAPITAL Contact Information
Phone Number: 212-986-4040
Fax Number: 212-986-5437
Website: http://www.delta-capital.com
Fax Number: 212-986-5437
Website: http://www.delta-capital.com
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